Beaton Management Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
22,601
+1,500
| +7% | +$215K | 1.58% | 19 |
|
|
2025
Q1 | $3.53M | Sell |
21,101
-100
| -0.5% | -$16.7K | 1.83% | 15 |
|
|
2024
Q4 | $3.07M | Hold |
21,201
| – | – | 1.55% | 21 |
|
|
2024
Q3 | $3.12M | Hold |
21,201
| – | – | 1.58% | 20 |
|
|
2024
Q2 | $3.32M | Buy |
21,201
+17
| +0.1% | +$2.66K | 1.78% | 17 |
|
|
2024
Q1 | $3.34M | Sell |
21,184
-275
| -1% | -$43.4K | 1.82% | 17 |
|
|
2023
Q4 | $3.2M | Sell |
21,459
-170
| -0.8% | -$25.4K | 1.92% | 17 |
|
|
2023
Q3 | $3.65M | Sell |
21,629
-72
| -0.3% | -$12.1K | 2.37% | 9 |
|
|
2023
Q2 | $3.42M | Sell |
21,701
-100
| -0.5% | -$15.7K | 2.16% | 11 |
|
|
2023
Q1 | $3.56M | Sell |
21,801
-160
| -0.7% | -$26.1K | 2.4% | 8 |
|
|
2022
Q4 | $3.94M | Sell |
21,961
-50
| -0.2% | -$8.98K | 2.64% | 8 |
|
|
2022
Q3 | $3.16M | Sell |
22,011
-190
| -0.9% | -$27.3K | 2.39% | 9 |
|
|
2022
Q2 | $3.21M | Sell |
22,201
-150
| -0.7% | -$21.7K | 2.28% | 9 |
|
|
2022
Q1 | $3.64M | Sell |
22,351
-441
| -2% | -$71.8K | 2.25% | 10 |
|
|
2021
Q4 | $2.68M | Hold |
22,792
| – | – | 1.6% | 20 |
|
|
2021
Q3 | $2.31M | Sell |
22,792
-23
| -0.1% | -$2.33K | 1.53% | 18 |
|
|
2021
Q2 | $2.39M | Sell |
22,815
-1,000
| -4% | -$105K | 1.52% | 19 |
|
|
2021
Q1 | $2.5M | Sell |
23,815
-50
| -0.2% | -$5.24K | 1.72% | 16 |
|
|
2020
Q4 | $2.02M | Sell |
23,865
-219
| -0.9% | -$18.5K | 1.49% | 20 |
|
|
2020
Q3 | $1.73M | Sell |
24,084
-50
| -0.2% | -$3.6K | 1.43% | 23 |
|
|
2020
Q2 | $2.15M | Buy |
24,134
+225
| +0.9% | +$20.1K | 1.92% | 15 |
|
|
2020
Q1 | $1.73M | Buy |
23,909
+2,270
| +10% | +$164K | 1.73% | 18 |
|
|
2019
Q4 | $2.61M | Sell |
21,639
-658
| -3% | -$79.3K | 2.05% | 11 |
|
|
2019
Q3 | $2.64M | Sell |
22,297
-1,030
| -4% | -$122K | 2.14% | 9 |
|
|
2019
Q2 | $2.9M | Sell |
23,327
-1,696
| -7% | -$211K | 2.41% | 8 |
|
|
2019
Q1 | $3.08M | Buy |
25,023
+260
| +1% | +$32K | 2.67% | 6 |
|
|
2018
Q4 | $2.69M | Sell |
24,763
-200
| -0.8% | -$21.8K | 2.64% | 6 |
|
|
2018
Q3 | $3.05M | Buy |
24,963
+200
| +0.8% | +$24.5K | 2.52% | 6 |
|
|
2018
Q2 | $3.13M | Hold |
24,763
| – | – | 2.8% | 3 |
|
|
2018
Q1 | $2.82M | Buy |
24,763
+1,305
| +6% | +$149K | 2.61% | 6 |
|
|
2017
Q4 | $2.94M | Sell |
23,458
-23
| -0.1% | -$2.88K | 2.65% | 7 |
|
|
2017
Q3 | $2.76M | Sell |
23,481
-100
| -0.4% | -$11.8K | 2.6% | 8 |
|
|
2017
Q2 | $2.46M | Buy |
+23,581
| New | +$2.46M | 2.44% | 9 |
|