Beacon Financial Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $367K | Buy |
|