Beaird Harris Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
5,280
+324
| +7% | +$46.4K | 0.06% | 72 |
|
|
2025
Q1 | $829K | Sell |
4,956
-193
| -4% | -$32.3K | 0.07% | 65 |
|
|
2024
Q4 | $746K | Buy |
5,149
+958
| +23% | +$139K | 0.06% | 71 |
|
|
2024
Q3 | $617K | Sell |
4,191
-1,263
| -23% | -$186K | 0.05% | 78 |
|
|
2024
Q2 | $853K | Buy |
5,454
+1,154
| +27% | +$181K | 0.08% | 62 |
|
|
2024
Q1 | $678K | Buy |
4,300
+885
| +26% | +$140K | 0.07% | 60 |
|
|
2023
Q4 | $509K | Buy |
3,415
+69
| +2% | +$10.3K | 0.05% | 64 |
|
|
2023
Q3 | $564K | Buy |
3,346
+62
| +2% | +$10.5K | 0.07% | 55 |
|
|
2023
Q2 | $517K | Sell |
3,284
-118
| -3% | -$18.6K | 0.06% | 58 |
|
|
2023
Q1 | $555K | Sell |
3,402
-160
| -4% | -$26.1K | 0.1% | 52 |
|
|
2022
Q4 | $639K | Sell |
3,562
-354
| -9% | -$63.5K | 0.12% | 47 |
|
|
2022
Q3 | $563K | Buy |
3,916
+137
| +4% | +$19.7K | 0.12% | 50 |
|
|
2022
Q2 | $547K | Sell |
3,779
-2,892
| -43% | -$419K | 0.15% | 46 |
|
|
2022
Q1 | $1.09M | Sell |
6,671
-1,996
| -23% | -$325K | 0.39% | 30 |
|
|
2021
Q4 | $1.02M | Buy |
+8,667
| New | +$1.02M | 0.37% | 37 |
|