BFS
Bard Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Buy |
63,175
+140
| +0.2% | +$20K | 1.08% | 26 |
|
|
2025
Q1 | $10.5M | Buy |
63,035
+300
| +0.5% | +$50.2K | 1.29% | 17 |
|
|
2024
Q4 | $9.09M | Buy |
62,735
+200
| +0.3% | +$29K | 1.09% | 24 |
|
|
2024
Q3 | $9.21M | Sell |
62,535
-10,235
| -14% | -$1.51M | 1.09% | 25 |
|
|
2024
Q2 | $11.4M | Buy |
72,770
+2,700
| +4% | +$422K | 1.18% | 24 |
|
|
2024
Q1 | $11.1M | Buy |
70,070
+1,200
| +2% | +$189K | 1.17% | 25 |
|
|
2023
Q4 | $10.3M | Buy |
68,870
+200
| +0.3% | +$29.8K | 1.15% | 20 |
|
|
2023
Q3 | $11.6M | Buy |
68,670
+1,925
| +3% | +$325K | 1.43% | 12 |
|
|
2023
Q2 | $10.5M | Sell |
66,745
-375
| -0.6% | -$59K | 0.8% | 28 |
|
|
2023
Q1 | $11M | Buy |
67,120
+175
| +0.3% | +$28.6K | 0.88% | 30 |
|
|
2022
Q4 | $12M | Buy |
66,945
+1,380
| +2% | +$248K | 1.02% | 24 |
|
|
2022
Q3 | $9.42M | Buy |
65,565
+1,575
| +2% | +$226K | 0.88% | 28 |
|
|
2022
Q2 | $9.26M | Buy |
63,990
+75
| +0.1% | +$10.9K | 0.85% | 30 |
|
|
2022
Q1 | $10.4M | Buy |
63,915
+2,475
| +4% | +$403K | 0.85% | 28 |
|
|
2021
Q4 | $7.21M | Buy |
61,440
+6,200
| +11% | +$728K | 0.58% | 48 |
|
|
2021
Q3 | $5.61M | Buy |
55,240
+125
| +0.2% | +$12.7K | 0.5% | 55 |
|
|
2021
Q2 | $5.77M | Buy |
55,115
+4,250
| +8% | +$445K | 0.51% | 54 |
|
|
2021
Q1 | $5.33M | Buy |
50,865
+4,750
| +10% | +$498K | 0.52% | 55 |
|
|
2020
Q4 | $3.89M | Buy |
+46,115
| New | +$3.89M | 0.39% | 68 |
|