Beacon Investment Advisory Services’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 | $1.34M | Sell |
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|
2025
Q2 | $7.56M | Buy |
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|
2025
Q1 | $8.3M | Buy |
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|
2024
Q4 | $6.62M | Sell |
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|
2024
Q3 | $7.22M | Buy |
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|
2024
Q2 | $7.48M | Sell |
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|
2024
Q1 | $7.55M | Buy |
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|
2023
Q4 | $6.99M | Buy |
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|
2023
Q3 | $7.51M | Buy |
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|
2023
Q2 | $6.35M | Sell |
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|
2023
Q1 | $6.6M | Sell |
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|
2022
Q4 | $7.27M | Sell |
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|
2022
Q3 | $5.83M | Buy |
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|
2022
Q2 | $5.82M | Buy |
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|
2022
Q1 | $6.34M | Buy |
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|
2021
Q4 | $4.34M | Buy |
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|
2021
Q3 | $3.71M | Buy |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $3.69M | Buy |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $2.69M | Sell |
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|
2020
Q2 | $3.42M | Sell |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $5.06M | Buy |
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|
2019
Q3 | $4.64M | Buy |
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|
2019
Q2 | $4.62M | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.75M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.77M | Buy |
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|
2017
Q4 | $4.01M | Sell |
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|
2017
Q3 | $4.7M | Buy |
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|
2017
Q2 | $609K | Buy |
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|
2017
Q1 | $515K | Buy |
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|
2016
Q4 | $525K | Buy |
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|
2016
Q3 | $392K | Sell |
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|
2016
Q2 | $395K | Buy |
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|
2016
Q1 | $353K | Buy |
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|
2015
Q4 | $308K | Hold |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $334K | Buy |
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