Lionsbridge Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,679
Closed -$281K 61
2025
Q1
$281K Buy
+1,679
New +$281K 0.25% 56
2020
Q1
Sell
-779
Closed -$94K 88
2019
Q4
$94K Buy
+779
New +$94K 0.09% 54