Newbridge Financial Services Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
2025
Q1
$914K Buy
2024
Q4
$652K Buy
2024
Q3
Sell
2024
Q2
$717K Sell
2024
Q1
$757K Buy
2023
Q4
$339K Sell
2023
Q3
$430K Sell
2023
Q2
$415K Sell
2023
Q1
$550K Buy
2022
Q4
$543K Sell
2022
Q3
$438K Buy
2022
Q2
$302K Sell
2022
Q1
$545K Sell
2021
Q4
$401K Sell
2021
Q3
$539K Buy
2021
Q2
$206K Sell
2021
Q1
$276K Sell
2020
Q4
$223K Buy
2020
Q3
$111K Buy