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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.2M | Sell |
104,023
-8,098
| -7% | -$1.51M | 0.64% | 44 |
|
|
2026
Q1 | $23.2M | Buy |
112,121
+106,543
| +1,910% | +$19.4M | 0.95% | 31 |
|
|
2025
Q4 | $850K | Sell |
5,578
-3,063
| -35% | -$467K | 0.03% | 141 |
|
|
2025
Q3 | $1.34M | Sell |
8,641
-44,161
| -84% | -$6.84M | 0.06% | 119 |
|
|
2025
Q2 | $7.56M | Buy |
52,802
+3,199
| +6% | +$451K | 0.33% | 72 |
|
|
2025
Q1 | $8.3M | Buy |
49,603
+3,899
| +9% | +$610K | 0.39% | 67 |
|
|
2024
Q4 | $6.62M | Sell |
45,704
-3,347
| -7% | -$512K | 0.29% | 76 |
|
|
2024
Q3 | $7.22M | Buy |
49,051
+1,260
| +3% | +$188K | 0.3% | 73 |
|
|
2024
Q2 | $7.48M | Sell |
47,791
-61
| -0.1% | -$9.73K | 0.32% | 74 |
|
|
2024
Q1 | $7.55M | Buy |
47,852
+1,023
| +2% | +$154K | 0.33% | 71 |
|
|
2023
Q4 | $6.99M | Buy |
46,829
+2,305
| +5% | +$349K | 0.32% | 73 |
|
|
2023
Q3 | $7.51M | Buy |
44,524
+4,173
| +10% | +$674K | 0.37% | 66 |
|
|
2023
Q2 | $6.35M | Sell |
40,351
-101
| -0.2% | -$16.2K | 0.29% | 76 |
|
|
2023
Q1 | $6.6M | Sell |
40,452
-32
| -0.1% | -$5.37K | 0.32% | 70 |
|
|
2022
Q4 | $7.27M | Sell |
40,484
-67
| -0.2% | -$11.7K | 0.37% | 65 |
|
|
2022
Q3 | $5.83M | Buy |
40,551
+342
| +0.9% | +$52.2K | 0.32% | 72 |
|
|
2022
Q2 | $5.82M | Buy |
40,209
+1,277
| +3% | +$211K | 0.3% | 77 |
|
|
2022
Q1 | $6.34M | Buy |
38,932
+1,935
| +5% | +$278K | 0.27% | 77 |
|
|
2021
Q4 | $4.34M | Buy |
36,997
+415
| +1% | +$47.1K | 0.17% | 102 |
|
|
2021
Q3 | $3.71M | Buy |
36,582
+1,126
| +3% | +$112K | 0.15% | 108 |
|
|
2021
Q2 | $3.71M | Buy |
35,456
+220
| +0.6% | +$23.2K | 0.15% | 110 |
|
|
2021
Q1 | $3.69M | Buy |
35,236
+2,511
| +8% | +$245K | 0.16% | 106 |
|
|
2020
Q4 | $2.76M | Sell |
32,725
-4,587
| -12% | -$371K | 0.13% | 114 |
|
|
2020
Q3 | $2.69M | Sell |
37,312
-1,048
| -3% | -$88.1K | 0.14% | 109 |
|
|
2020
Q2 | $3.42M | Sell |
38,360
-697
| -2% | -$62.4K | 0.2% | 91 |
|
|
2020
Q1 | $2.83M | Sell |
39,057
-2,967
| -7% | -$293K | 0.2% | 89 |
|
|
2019
Q4 | $5.06M | Buy |
42,024
+2,873
| +7% | +$338K | 0.27% | 81 |
|
|
2019
Q3 | $4.64M | Buy |
39,151
+2,051
| +6% | +$249K | 0.46% | 57 |
|
|
2019
Q2 | $4.62M | Buy |
+37,100
| New | +$4.49M | 0.49% | 54 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 54 |
|
|
2018
Q4 | – | Sell |
-38,809
| Closed | -$4.5M | – | 61 |
|
|
2018
Q3 | $4.75M | Buy |
+38,809
| New | +$4.71M | 0.46% | 64 |
|
|
2018
Q2 | – | Sell |
-33,042
| Closed | -$4.1M | – | 57 |
|
|
2018
Q1 | $3.77M | Buy |
33,042
+1,027
| +3% | +$123K | 0.39% | 70 |
|
|
2017
Q4 | $4.01M | Sell |
32,015
-7,983
| -20% | -$947K | 0.42% | 68 |
|
|
2017
Q3 | $4.7M | Buy |
39,998
+34,158
| +585% | +$3.73M | 0.4% | 70 |
|
|
2017
Q2 | $609K | Buy |
5,840
+1,039
| +22% | +$110K | 0.11% | 33 |
|
|
2017
Q1 | $515K | Buy |
4,801
+342
| +8% | +$38.4K | 0.1% | 36 |
|
|
2016
Q4 | $525K | Buy |
4,459
+651
| +17% | +$70.9K | 0.1% | 31 |
|
|
2016
Q3 | $392K | Sell |
3,808
-33,913
| -90% | -$3.46M | 0.09% | 42 |
|
|
2016
Q2 | $395K | Buy |
37,721
+34,023
| +920% | +$3.42M | 0.09% | 44 |
|
|
2016
Q1 | $353K | Buy |
3,698
+277
| +8% | +$24.2K | 0.08% | 44 |
|
|
2015
Q4 | $308K | Hold |
3,421
| – | – | 0.06% | 48 |
|
|
2015
Q3 | $270K | Sell |
3,421
-40
| -1% | -$3.37K | 0.05% | 50 |
|
|
2015
Q2 | $334K | Buy |
+3,461
| New | +$363K | 0.05% | 45 |
|
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PL