BA
BCM Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,490
| Closed | -$228K | – | 70 |
|
|
2024
Q4 | $228K | Sell |
1,490
-189
| -11% | -$28.9K | 0.05% | 63 |
|
|
2024
Q3 | $259K | Sell |
1,679
-35
| -2% | -$5.39K | 0.06% | 58 |
|
|
2024
Q2 | $262K | Sell |
1,714
-61
| -3% | -$9.31K | 0.06% | 61 |
|
|
2024
Q1 | $290K | Buy |
1,775
+232
| +15% | +$37.9K | 0.07% | 56 |
|
|
2023
Q4 | $232K | Hold |
1,543
| – | – | 0.06% | 59 |
|
|
2023
Q3 | $220K | Hold |
1,543
| – | – | 0.07% | 58 |
|
|
2023
Q2 | $243K | Hold |
1,543
| – | – | 0.07% | 54 |
|
|
2023
Q1 | $258K | Hold |
1,543
| – | – | 0.07% | 56 |
|
|
2022
Q4 | $273K | Hold |
1,543
| – | – | 0.08% | 56 |
|
|
2022
Q3 | $278K | Hold |
1,543
| – | – | 0.08% | 56 |
|
|
2022
Q2 | $229K | Hold |
1,543
| – | – | 0.06% | 54 |
|
|
2022
Q1 | $243K | Hold |
1,543
| – | – | 0.06% | 50 |
|
|
2021
Q4 | $203K | Buy |
+1,543
| New | +$203K | 0.05% | 51 |
|
|
2017
Q2 | – | Sell |
-37,331
| Closed | -$4.01M | – | 33 |
|
|
2017
Q1 | $4.01M | Buy |
37,331
+447
| +1% | +$48K | 2.53% | 13 |
|
|
2016
Q4 | $4.34M | Buy |
+36,884
| New | +$4.34M | 2.86% | 12 |
|