Beacon Financial Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
9,032
+7,689
| +573% | +$1.1M | 0.33% | 79 |
|
|
2025
Q1 | $225K | Buy |
+1,343
| New | +$225K | 0.07% | 301 |
|
|
2022
Q3 | – | Sell |
-2,129
| Closed | -$308K | – | 196 |
|
|
2022
Q2 | $308K | Buy |
2,129
+159
| +8% | +$23K | 0.18% | 159 |
|
|
2022
Q1 | $321K | Buy |
1,970
+2
| +0.1% | +$326 | 0.15% | 164 |
|
|
2021
Q4 | $231K | Buy |
+1,968
| New | +$231K | 0.11% | 218 |
|
|
2021
Q3 | – | Sell |
-2,069
| Closed | -$217K | – | 234 |
|
|
2021
Q2 | $217K | Hold |
2,069
| – | – | 0.12% | 206 |
|
|
2021
Q1 | $217K | Buy |
+2,069
| New | +$217K | 0.12% | 199 |
|
|
2020
Q1 | – | Sell |
-3,047
| Closed | -$367K | – | 140 |
|
|
2019
Q4 | $367K | Buy |
+3,047
| New | +$367K | 0.31% | 90 |
|