Beacon Pointe 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
Q2 | $64.9M | Buy |
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|
2025
Q1 | $68.9M | Sell |
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|
2024
Q4 | $60.6M | Sell |
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|
2024
Q3 | $62.4M | Sell |
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|
2024
Q2 | $67.2M | Sell |
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|
2024
Q1 | $71M | Sell |
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|
2023
Q4 | $68.4M | Sell |
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|
2023
Q3 | $79M | Buy |
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|
2023
Q2 | $25.4M | Sell |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $24.8M | Buy |
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|
2022
Q3 | $17.1M | Sell |
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|
2022
Q2 | $18.6M | Sell |
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|
2022
Q1 | $34.1M | Buy |
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|
2021
Q4 | $13.5M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $6.37M | Sell |
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|
2020
Q4 | $5.84M | Buy |
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|
2020
Q3 | $1.76M | Sell |
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|
2020
Q2 | $2.71M | Buy |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $821K | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.13M | Buy |
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