Beaumont Financial 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
Q3 | $5.34M | Sell |
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|
2025
Q2 | $5.11M | Sell |
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|
2025
Q1 | $6.42M | Buy |
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|
2024
Q4 | $5.42M | Sell |
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|
2024
Q3 | $5.77M | Buy |
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|
2024
Q2 | $5.94M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $742K | Sell |
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|
2021
Q3 | $667K | Sell |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $637K | Sell |
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|
2020
Q1 | $643K | Buy |
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|
2019
Q4 | $950K | Buy |
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|
2019
Q3 | $749K | Buy |
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|
2019
Q2 | $766K | Buy |
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|
2019
Q1 | $687K | Sell |
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|
2018
Q4 | $610K | Buy |
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|
2018
Q3 | $681K | Buy |
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|
2018
Q2 | $675K | Sell |
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|
2018
Q1 | $621K | Sell |
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|
2017
Q4 | $708K | Buy |
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|
2017
Q3 | $646K | Sell |
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|
2017
Q2 | $590K | Sell |
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|
2017
Q1 | $722K | Buy |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $316K | Buy |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $230K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $217K | Sell |
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|
2014
Q1 | $210K | Sell |
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|
2013
Q4 | $320K | Buy |
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|
2013
Q3 | $307K | Buy |
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|
2013
Q2 | $296K | Buy |
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