Beacon Bridge Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,215
| Closed | -$203K | – | 89 |
|
|
2025
Q1 | $203K | Buy |
+1,215
| New | +$203K | 0.09% | 83 |
|
|
2024
Q3 | – | Sell |
-1,340
| Closed | -$210K | – | 88 |
|
|
2024
Q2 | $210K | Sell |
1,340
-552
| -29% | -$86.3K | 0.1% | 89 |
|
|
2024
Q1 | $299K | Sell |
1,892
-612
| -24% | -$96.6K | 0.14% | 81 |
|
|
2023
Q4 | $374K | Sell |
2,504
-136
| -5% | -$20.3K | 0.19% | 65 |
|
|
2023
Q3 | $445K | Sell |
2,640
-182
| -6% | -$30.7K | 0.23% | 53 |
|
|
2023
Q2 | $444K | Sell |
2,822
-161
| -5% | -$25.3K | 0.23% | 44 |
|
|
2023
Q1 | $487K | Sell |
2,983
-176
| -6% | -$28.7K | 0.29% | 39 |
|
|
2022
Q4 | $567K | Buy |
+3,159
| New | +$567K | 0.41% | 31 |
|