Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-565,839.37
% of Total Estimate Gain
-7.56%

IronBridge Private Wealth, LLC's Chevron Corp Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held - shares of Chevron Corp(CVX), totaling N/A. This investment constitutes 0% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2020Q4. And since then IronBridge Private Wealth, LLC has made 9 purchases of CVX, at an average price of $167.86, for a total of 44,582.00 shares. In addition, there have been 4 sales at an average price of $155.17 for 44,582.00 shares. Based on historical transaction data and CVX's current price of $150.04, IronBridge Private Wealth, LLC's estimated gain on his CVX holdings is $-565,839.37, reflecting a -7.56% gain to date.

IronBridge Private Wealth, LLC CVX ($150.04) Holding Chart

IronBridge Private Wealth, LLC CVX ($150.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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