BPA
Beacon Pointe Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9M | Buy |
453,038
+41,073
| +10% | +$5.88M | 0.68% | 28 |
|
|
2025
Q1 | $68.9M | Sell |
411,965
-6,329
| -2% | -$1.06M | 0.77% | 25 |
|
|
2024
Q4 | $60.6M | Sell |
418,294
-5,257
| -1% | -$761K | 0.67% | 27 |
|
|
2024
Q3 | $62.4M | Sell |
423,551
-6,171
| -1% | -$909K | 0.72% | 25 |
|
|
2024
Q2 | $67.2M | Sell |
429,722
-20,688
| -5% | -$3.24M | 0.79% | 21 |
|
|
2024
Q1 | $71M | Sell |
450,410
-8,169
| -2% | -$1.29M | 0.79% | 22 |
|
|
2023
Q4 | $68.4M | Sell |
458,579
-9,921
| -2% | -$1.48M | 0.82% | 21 |
|
|
2023
Q3 | $79M | Buy |
468,500
+307,326
| +191% | +$51.8M | 0.98% | 15 |
|
|
2023
Q2 | $25.4M | Sell |
161,174
-17,882
| -10% | -$2.81M | 0.41% | 54 |
|
|
2023
Q1 | $29.2M | Buy |
179,056
+41,140
| +30% | +$6.71M | 0.5% | 42 |
|
|
2022
Q4 | $24.8M | Buy |
137,916
+18,687
| +16% | +$3.35M | 0.48% | 47 |
|
|
2022
Q3 | $17.1M | Sell |
119,229
-9,045
| -7% | -$1.3M | 0.38% | 65 |
|
|
2022
Q2 | $18.6M | Sell |
128,274
-81,067
| -39% | -$11.7M | 0.39% | 63 |
|
|
2022
Q1 | $34.1M | Buy |
209,341
+94,508
| +82% | +$15.4M | 0.47% | 45 |
|
|
2021
Q4 | $13.5M | Sell |
114,833
-1,111
| -1% | -$130K | 0.35% | 70 |
|
|
2021
Q3 | $11.8M | Buy |
115,944
+15,936
| +16% | +$1.62M | 0.29% | 92 |
|
|
2021
Q2 | $10.5M | Buy |
100,008
+39,172
| +64% | +$4.1M | 0.37% | 65 |
|
|
2021
Q1 | $6.37M | Sell |
60,836
-8,310
| -12% | -$870K | 0.39% | 65 |
|
|
2020
Q4 | $5.84M | Buy |
69,146
+44,690
| +183% | +$3.78M | 0.4% | 65 |
|
|
2020
Q3 | $1.76M | Sell |
24,456
-5,850
| -19% | -$422K | 0.17% | 118 |
|
|
2020
Q2 | $2.71M | Buy |
30,306
+9,400
| +45% | +$840K | 0.27% | 87 |
|
|
2020
Q1 | $1.51M | Buy |
20,906
+11,651
| +126% | +$843K | 0.24% | 90 |
|
|
2019
Q4 | $1.11M | Buy |
9,255
+2,324
| +34% | +$280K | 0.35% | 62 |
|
|
2019
Q3 | $821K | Sell |
6,931
-4,581
| -40% | -$543K | 0.35% | 65 |
|
|
2019
Q2 | $1.43M | Buy |
11,512
+713
| +7% | +$88.7K | 0.52% | 51 |
|
|
2019
Q1 | $1.33M | Buy |
10,799
+408
| +4% | +$50.2K | 0.5% | 57 |
|
|
2018
Q4 | $1.13M | Buy |
+10,391
| New | +$1.13M | 0.69% | 38 |
|