Beacon Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
6,370
+367
| +6% | +$52.8K | 0.4% | 73 |
|
|
2025
Q1 | $1M | Sell |
6,003
-309
| -5% | -$51.7K | 0.47% | 63 |
|
|
2024
Q4 | $914K | Buy |
6,312
+5
| +0.1% | +$724 | 0.43% | 71 |
|
|
2024
Q3 | $929K | Buy |
6,307
+6
| +0.1% | +$884 | 0.44% | 65 |
|
|
2024
Q2 | $986K | Buy |
6,301
+2,005
| +47% | +$314K | 0.5% | 62 |
|
|
2024
Q1 | $678K | Buy |
4,296
+106
| +3% | +$16.7K | 0.39% | 72 |
|
|
2023
Q4 | $625K | Buy |
4,190
+105
| +3% | +$15.7K | 0.4% | 68 |
|
|
2023
Q3 | $689K | Buy |
4,085
+3
| +0.1% | +$506 | 0.49% | 60 |
|
|
2023
Q2 | $642K | Buy |
4,082
+14
| +0.3% | +$2.2K | 0.44% | 64 |
|
|
2023
Q1 | $664K | Buy |
4,068
+52
| +1% | +$8.49K | 0.48% | 63 |
|
|
2022
Q4 | $721K | Buy |
+4,016
| New | +$721K | 0.6% | 55 |
|