BFG
Beacon Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
13,171
-1,758
| -12% | -$252K | 0.2% | 118 |
|
|
2025
Q1 | $2.5M | Sell |
14,929
-1,361
| -8% | -$228K | 0.27% | 93 |
|
|
2024
Q4 | $2.36M | Sell |
16,290
-922
| -5% | -$134K | 0.25% | 95 |
|
|
2024
Q3 | $2.53M | Sell |
17,212
-428
| -2% | -$63K | 0.27% | 88 |
|
|
2024
Q2 | $2.76M | Sell |
17,640
-220
| -1% | -$34.4K | 0.31% | 84 |
|
|
2024
Q1 | $2.82M | Sell |
17,860
-327
| -2% | -$51.6K | 0.32% | 84 |
|
|
2023
Q4 | $2.71M | Buy |
18,187
+531
| +3% | +$79.2K | 0.33% | 82 |
|
|
2023
Q3 | $2.84M | Buy |
17,656
+6,550
| +59% | +$1.06M | 0.4% | 72 |
|
|
2023
Q2 | $1.74M | Buy |
11,106
+157
| +1% | +$24.5K | 0.24% | 97 |
|
|
2023
Q1 | $1.84M | Buy |
10,949
+16
| +0.1% | +$2.69K | 0.26% | 96 |
|
|
2022
Q4 | $1.96M | Buy |
10,933
+3,917
| +56% | +$703K | 0.27% | 92 |
|
|
2022
Q3 | $1.01M | Sell |
7,016
-129
| -2% | -$18.6K | 0.16% | 133 |
|
|
2022
Q2 | $1.04M | Buy |
7,145
+90
| +1% | +$13.2K | 0.16% | 137 |
|
|
2022
Q1 | $1.17M | Sell |
7,055
-4,217
| -37% | -$697K | 0.16% | 135 |
|
|
2021
Q4 | $1.34M | Sell |
11,272
-3,984
| -26% | -$475K | 0.17% | 115 |
|
|
2021
Q3 | $1.12M | Buy |
15,256
+4,476
| +42% | +$327K | 0.15% | 128 |
|
|
2021
Q2 | $1.04M | Sell |
10,780
-284
| -3% | -$27.4K | 0.15% | 132 |
|
|
2021
Q1 | $1.06M | Hold |
11,064
| – | – | 0.17% | 123 |
|
|
2020
Q4 | $1.06M | Sell |
11,064
-7,735
| -41% | -$740K | 0.17% | 125 |
|
|
2020
Q3 | $1.35M | Sell |
18,799
-717
| -4% | -$51.6K | 0.24% | 100 |
|
|
2020
Q2 | $1.71M | Buy |
19,516
+2,773
| +17% | +$243K | 0.33% | 84 |
|
|
2020
Q1 | $1.21M | Buy |
16,743
+1,380
| +9% | +$99.3K | 0.27% | 98 |
|
|
2019
Q4 | $1.85M | Sell |
15,363
-101
| -0.7% | -$12.2K | 0.23% | 90 |
|
|
2019
Q3 | $1.92M | Hold |
15,464
| – | – | 0.33% | 83 |
|
|
2019
Q2 | $1.92M | Sell |
15,464
-934
| -6% | -$116K | 0.33% | 83 |
|
|
2019
Q1 | $2.02K | Sell |
16,398
-2,143
| -12% | -$264 | 0.33% | 79 |
|
|
2018
Q4 | $2.01M | Buy |
18,541
+13,178
| +246% | +$1.43M | 0.38% | 73 |
|
|
2018
Q3 | $533K | Buy |
5,363
+1,001
| +23% | +$99.5K | 0.09% | 131 |
|
|
2018
Q2 | $551K | Sell |
4,362
-1,423
| -25% | -$180K | 0.09% | 134 |
|
|
2018
Q1 | $660K | Buy |
5,785
+1
| +0% | +$114 | 0.11% | 128 |
|
|
2017
Q4 | $724K | Buy |
5,784
+1
| +0% | +$125 | 0.13% | 117 |
|
|
2017
Q3 | $679K | Buy |
5,783
+150
| +3% | +$17.6K | 0.12% | 114 |
|
|
2017
Q2 | $587K | Buy |
5,633
+1,076
| +24% | +$112K | 0.11% | 122 |
|
|
2017
Q1 | $491K | Buy |
4,557
+765
| +20% | +$82.4K | 0.09% | 123 |
|
|
2016
Q4 | $446K | Sell |
3,792
-288
| -7% | -$33.9K | 0.09% | 130 |
|
|
2016
Q3 | $413K | Buy |
4,080
+451
| +12% | +$45.7K | 0.09% | 143 |
|
|
2016
Q2 | $375K | Sell |
3,629
-101,283
| -97% | -$10.5M | 0.08% | 138 |
|
|
2016
Q1 | $9.99M | Buy |
104,912
+33,000
| +46% | +$3.14M | 2.16% | 10 |
|
|
2015
Q4 | $6.48M | Buy |
71,912
+4,793
| +7% | +$432K | 1.49% | 25 |
|
|
2015
Q3 | $5.12M | Sell |
67,119
-40,713
| -38% | -$3.1M | 1.25% | 28 |
|
|
2015
Q2 | $10.4M | Buy |
107,832
+643
| +0.6% | +$62.2K | 2.26% | 8 |
|
|
2015
Q1 | $11.5M | Buy |
107,189
+74,014
| +223% | +$7.91M | 2.54% | 8 |
|
|
2014
Q4 | $3.75M | Buy |
33,175
+597
| +2% | +$67.5K | 0.78% | 45 |
|
|
2014
Q3 | $3.93M | Buy |
32,578
+1,542
| +5% | +$186K | 0.85% | 42 |
|
|
2014
Q2 | $4.05M | Buy |
31,036
+5,639
| +22% | +$735K | 0.89% | 39 |
|
|
2014
Q1 | $3.01M | Buy |
25,397
+4,295
| +20% | +$509K | 0.62% | 48 |
|
|
2013
Q4 | $2.62M | Buy |
21,102
+785
| +4% | +$97.5K | 0.5% | 54 |
|
|
2013
Q3 | $2.49M | Buy |
+20,317
| New | +$2.49M | 0.54% | 51 |
|