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IronBridge Private Wealth, LLC

SEC CIK
0001850996
Latest filing
Aug 13, 2026

CVX holding history

Chevron Corp in every 13F filed by IronBridge Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of CVX by IronBridge Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−30,881−100.0%Sold outHolders
Q4 202430,881$4.47M1.6%−11,729−27.5%ReducedHolders
Q3 202442,610$6.28M2.3%−942−2.2%ReducedHolders
Q2 202443,552$6.81M2.6%+1,931+4.6%AddedHolders
Q1 202441,621$6.57M2.7%+2,428+6.2%AddedHolders
Q4 202339,193$5.85M2.9%+1,761+4.7%AddedHolders
Q3 202337,432$6.31M3.4%+891+2.4%AddedHolders
Q2 202336,541$5.75M3.2%+6,461+21.5%AddedHolders
Q1 202330,080$4.91M3.1%+412+1.4%AddedHolders
Q4 202229,668$5.33M4.4%+29,668NewHolders
Q1 20220$00.0%−1,030−100.0%Sold outHolders
Q4 20211,030$121.0K0.1%+1,000+3,333.3%AddedHolders
Q3 202130$3.00K<0.1%00.0%UnchangedHolders
Q2 202130$3.00K<0.1%+1+3.4%AddedHolders
Q1 202129$3.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.