Beam Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
17,044
+2,823
| +20% | +$404K | 0.73% | 38 |
|
|
2025
Q1 | $2.38M | Sell |
14,221
-754
| -5% | -$126K | 0.8% | 32 |
|
|
2024
Q4 | $2.17M | Buy |
14,975
+971
| +7% | +$141K | 0.69% | 38 |
|
|
2024
Q3 | $2.06M | Buy |
14,004
+35
| +0.3% | +$5.15K | 0.63% | 35 |
|
|
2024
Q2 | $2.18M | Buy |
13,969
+5,855
| +72% | +$916K | 0.73% | 33 |
|
|
2024
Q1 | $1.28M | Buy |
8,114
+48
| +0.6% | +$7.57K | 0.77% | 32 |
|
|
2023
Q4 | $1.2M | Sell |
8,066
-775
| -9% | -$116K | 0.76% | 33 |
|
|
2023
Q3 | $1.49M | Buy |
8,841
+523
| +6% | +$88.2K | 1.06% | 23 |
|
|
2023
Q2 | $1.31M | Buy |
8,318
+673
| +9% | +$106K | 0.91% | 28 |
|
|
2023
Q1 | $1.25M | Sell |
7,645
-6
| -0.1% | -$979 | 1.25% | 28 |
|
|
2022
Q4 | $1.37M | Buy |
7,651
+1,333
| +21% | +$239K | 1.43% | 23 |
|
|
2022
Q3 | $908K | Buy |
6,318
+591
| +10% | +$84.9K | 1.01% | 39 |
|
|
2022
Q2 | $829K | Buy |
5,727
+79
| +1% | +$11.4K | 0.92% | 37 |
|
|
2022
Q1 | $920K | Sell |
5,648
-318
| -5% | -$51.8K | 1.06% | 31 |
|
|
2021
Q4 | $700K | Buy |
5,966
+443
| +8% | +$52K | 0.8% | 42 |
|
|
2021
Q3 | $560K | Buy |
5,523
+182
| +3% | +$18.5K | 0.48% | 69 |
|
|
2021
Q2 | $559K | Buy |
5,341
+1,994
| +60% | +$209K | 0.48% | 68 |
|
|
2021
Q1 | $351K | Sell |
3,347
-218
| -6% | -$22.9K | 0.31% | 89 |
|
|
2020
Q4 | $301K | Sell |
3,565
-3,017
| -46% | -$255K | 0.28% | 88 |
|
|
2020
Q3 | $474K | Buy |
6,582
+2,302
| +54% | +$166K | 0.44% | 72 |
|
|
2020
Q2 | $379K | Sell |
4,280
-148
| -3% | -$13.1K | 0.38% | 80 |
|
|
2020
Q1 | $321K | Sell |
4,428
-245
| -5% | -$17.8K | 0.32% | 99 |
|
|
2019
Q4 | $563K | Buy |
+4,673
| New | +$563K | 0.52% | 60 |
|