BHWA
Beacon Harbor Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Sell |
39,404
-2,308
| -6% | -$330K | 1.41% | 36 |
|
|
2025
Q1 | $6.98M | Sell |
41,712
-494
| -1% | -$82.6K | 1.62% | 24 |
|
|
2024
Q4 | $6.11M | Buy |
42,206
+1,724
| +4% | +$250K | 1.42% | 33 |
|
|
2024
Q3 | $5.96M | Buy |
40,482
+1,344
| +3% | +$198K | 1.42% | 39 |
|
|
2024
Q2 | $6.12M | Buy |
39,138
+1,244
| +3% | +$195K | 1.59% | 29 |
|
|
2024
Q1 | $5.98M | Buy |
37,894
+1,957
| +5% | +$309K | 1.58% | 30 |
|
|
2023
Q4 | $5.36M | Buy |
35,937
+974
| +3% | +$145K | 1.56% | 32 |
|
|
2023
Q3 | $5.9M | Buy |
34,963
+469
| +1% | +$79.1K | 1.96% | 14 |
|
|
2023
Q2 | $5.43M | Buy |
34,494
+513
| +2% | +$80.7K | 1.78% | 19 |
|
|
2023
Q1 | $5.54M | Sell |
33,981
-3,894
| -10% | -$635K | 1.94% | 17 |
|
|
2022
Q4 | $6.8M | Buy |
+37,875
| New | +$6.8M | 2.31% | 11 |
|
|
2022
Q2 | $5.64M | Sell |
38,969
-1,851
| -5% | -$268K | 1.99% | 19 |
|
|
2022
Q1 | $6.65M | Sell |
40,820
-4,697
| -10% | -$765K | 2.17% | 13 |
|
|
2021
Q4 | $5.34M | Sell |
45,517
-1,742
| -4% | -$204K | 1.77% | 23 |
|
|
2021
Q3 | $4.79M | Buy |
47,259
+1,261
| +3% | +$128K | 1.7% | 15 |
|
|
2021
Q2 | $4.82M | Buy |
45,998
+2,492
| +6% | +$261K | 1.73% | 13 |
|
|
2021
Q1 | $4.56M | Buy |
43,506
+9,935
| +30% | +$1.04M | 1.82% | 13 |
|
|
2020
Q4 | $2.84M | Buy |
33,571
+2,480
| +8% | +$209K | 1.16% | 42 |
|
|
2020
Q3 | $2.24M | Buy |
31,091
+1,172
| +4% | +$84.4K | 1.09% | 35 |
|
|
2020
Q2 | $2.67M | Buy |
29,919
+1,153
| +4% | +$103K | 1.53% | 32 |
|
|
2020
Q1 | $2.08M | Buy |
28,766
+10,528
| +58% | +$763K | 1.58% | 31 |
|
|
2019
Q4 | $2.2M | Buy |
18,238
+244
| +1% | +$29.4K | 1.3% | 34 |
|
|
2019
Q3 | $2.09M | Buy |
17,994
+920
| +5% | +$107K | 1.34% | 30 |
|
|
2019
Q2 | $2.13M | Buy |
+17,074
| New | +$2.13M | 1.95% | 15 |
|