Beacon Capital Management LLC (Tennessee)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
12,602
+7,196
| +133% | +$1.03M | 0.24% | 30 |
|
|
2025
Q1 | $904K | Buy |
5,406
+54
| +1% | +$9.03K | 0.12% | 41 |
|
|
2024
Q4 | $775K | Sell |
5,352
-118
| -2% | -$17.1K | 0.1% | 46 |
|
|
2024
Q3 | $806K | Buy |
5,470
+431
| +9% | +$63.5K | 0.11% | 39 |
|
|
2024
Q2 | $788K | Buy |
5,039
+160
| +3% | +$25K | 0.15% | 35 |
|
|
2024
Q1 | $770K | Buy |
4,879
+839
| +21% | +$132K | 0.16% | 34 |
|
|
2023
Q4 | $681K | Sell |
4,040
-17
| -0.4% | -$2.87K | 0.19% | 35 |
|
|
2023
Q3 | $638K | Hold |
4,057
| – | – | 0.17% | 37 |
|
|
2023
Q2 | $638K | Buy |
4,057
+62
| +2% | +$9.76K | 0.17% | 37 |
|
|
2023
Q1 | $652K | Sell |
3,995
-117
| -3% | -$19.1K | 0.19% | 34 |
|
|
2022
Q4 | $738K | Sell |
4,112
-1,241
| -23% | -$223K | 0.25% | 32 |
|
|
2022
Q3 | $775K | Buy |
5,353
+17
| +0.3% | +$2.46K | 0.26% | 32 |
|
|
2022
Q2 | $868K | Hold |
5,336
| – | – | 0.22% | 37 |
|
|
2022
Q1 | $868K | Buy |
+5,336
| New | +$868K | 0.21% | 37 |
|