NFSG
Newbridge Financial Services Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
11,260
+5,797
| +106% | +$830K | 0.26% | 80 |
|
|
2025
Q1 | $914K | Buy |
5,463
+961
| +21% | +$161K | 0.22% | 92 |
|
|
2024
Q4 | $652K | Buy |
+4,502
| New | +$652K | 0.17% | 102 |
|
|
2024
Q3 | – | Sell |
-4,585
| Closed | -$717K | – | 747 |
|
|
2024
Q2 | $717K | Sell |
4,585
-216
| -4% | -$33.8K | 0.27% | 73 |
|
|
2024
Q1 | $757K | Buy |
4,801
+2,528
| +111% | +$399K | 0.33% | 70 |
|
|
2023
Q4 | $339K | Sell |
2,273
-274
| -11% | -$40.9K | 0.17% | 129 |
|
|
2023
Q3 | $430K | Sell |
2,547
-89
| -3% | -$15K | 0.22% | 106 |
|
|
2023
Q2 | $415K | Sell |
2,636
-733
| -22% | -$115K | 0.2% | 101 |
|
|
2023
Q1 | $550K | Buy |
3,369
+343
| +11% | +$56K | 0.29% | 74 |
|
|
2022
Q4 | $543K | Sell |
3,026
-24
| -0.8% | -$4.31K | 0.31% | 77 |
|
|
2022
Q3 | $438K | Buy |
3,050
+962
| +46% | +$138K | 0.26% | 90 |
|
|
2022
Q2 | $302K | Sell |
2,088
-1,262
| -38% | -$183K | 0.19% | 114 |
|
|
2022
Q1 | $545K | Sell |
3,350
-70
| -2% | -$11.4K | 0.27% | 75 |
|
|
2021
Q4 | $401K | Sell |
3,420
-1,891
| -36% | -$222K | 0.19% | 111 |
|
|
2021
Q3 | $539K | Buy |
5,311
+3,347
| +170% | +$340K | 0.34% | 66 |
|
|
2021
Q2 | $206K | Sell |
1,964
-669
| -25% | -$70.2K | 0.13% | 173 |
|
|
2021
Q1 | $276K | Sell |
2,633
-10
| -0.4% | -$1.05K | 0.2% | 121 |
|
|
2020
Q4 | $223K | Buy |
2,643
+1,104
| +72% | +$93.1K | 0.18% | 123 |
|
|
2020
Q3 | $111K | Buy |
+1,539
| New | +$111K | 0.11% | 185 |
|