Beacon Financial Group’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 | $1.78M | Sell |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $1.92M | Hold |
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|
2019
Q2 | $1.92M | Sell |
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|
2019
Q1 | $2.02K | Sell |
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|
2018
Q4 | $2.01M | Buy |
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|
2018
Q3 | $533K | Buy |
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|
2018
Q2 | $551K | Sell |
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|
2018
Q1 | $660K | Buy |
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|
2017
Q4 | $724K | Buy |
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|
2017
Q3 | $679K | Buy |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $491K | Buy |
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|
2016
Q4 | $446K | Sell |
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|
2016
Q3 | $413K | Buy |
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|
2016
Q2 | $375K | Sell |
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|
2016
Q1 | $9.99M | Buy |
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|
2015
Q4 | $6.48M | Buy |
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|
2015
Q3 | $5.12M | Sell |
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|
2015
Q2 | $10.4M | Buy |
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|
2015
Q1 | $11.5M | Buy |
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|
2014
Q4 | $3.75M | Buy |
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|
2014
Q3 | $3.93M | Buy |
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|
2014
Q2 | $4.05M | Buy |
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|
2014
Q1 | $3.01M | Buy |
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|
2013
Q4 | $2.62M | Buy |
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|
2013
Q3 | $2.49M | Buy |
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