Beacon Investment Advisors’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 | $1.06M | Buy |
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|
2025
Q2 | $916K | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $986K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $625K | Buy |
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|
2023
Q3 | $689K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $721K | Buy |
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