BFA
Beaumont Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Sell |
35,675
-2,683
| -7% | -$384K | 0.37% | 51 |
|
|
2025
Q1 | $6.42M | Buy |
38,358
+959
| +3% | +$160K | 0.5% | 46 |
|
|
2024
Q4 | $5.42M | Sell |
37,399
-1,748
| -4% | -$253K | 0.41% | 49 |
|
|
2024
Q3 | $5.77M | Buy |
39,147
+1,184
| +3% | +$174K | 0.45% | 48 |
|
|
2024
Q2 | $5.94M | Buy |
37,963
+28,439
| +299% | +$4.45M | 0.48% | 46 |
|
|
2024
Q1 | $1.5M | Sell |
9,524
-612
| -6% | -$96.5K | 0.12% | 107 |
|
|
2023
Q4 | $1.51M | Buy |
10,136
+93
| +0.9% | +$13.9K | 0.14% | 106 |
|
|
2023
Q3 | $1.69M | Sell |
10,043
-88
| -0.9% | -$14.8K | 0.17% | 87 |
|
|
2023
Q2 | $1.59M | Buy |
10,131
+280
| +3% | +$44.1K | 0.15% | 101 |
|
|
2023
Q1 | $1.61M | Sell |
9,851
-336
| -3% | -$54.8K | 0.16% | 93 |
|
|
2022
Q4 | $1.83M | Sell |
10,187
-112
| -1% | -$20.1K | 0.18% | 83 |
|
|
2022
Q3 | $1.48M | Buy |
10,299
+384
| +4% | +$55.2K | 0.14% | 96 |
|
|
2022
Q2 | $1.44M | Buy |
9,915
+251
| +3% | +$36.3K | 0.13% | 103 |
|
|
2022
Q1 | $1.57M | Buy |
9,664
+6,039
| +167% | +$984K | 0.12% | 123 |
|
|
2021
Q4 | $742K | Sell |
3,625
-2,954
| -45% | -$605K | 0.05% | 172 |
|
|
2021
Q3 | $667K | Sell |
6,579
-265
| -4% | -$26.9K | 0.05% | 180 |
|
|
2021
Q2 | $717K | Buy |
6,844
+501
| +8% | +$52.5K | 0.05% | 171 |
|
|
2021
Q1 | $665K | Buy |
6,343
+155
| +3% | +$16.3K | 0.06% | 171 |
|
|
2020
Q4 | $523K | Buy |
6,188
+56
| +0.9% | +$4.73K | 0.05% | 191 |
|
|
2020
Q3 | $441K | Sell |
6,132
-1,003
| -14% | -$72.1K | 0.04% | 204 |
|
|
2020
Q2 | $637K | Sell |
7,135
-1,744
| -20% | -$156K | 0.07% | 161 |
|
|
2020
Q1 | $643K | Buy |
8,879
+994
| +13% | +$72K | 0.08% | 125 |
|
|
2019
Q4 | $950K | Buy |
7,885
+1,566
| +25% | +$189K | 0.09% | 136 |
|
|
2019
Q3 | $749K | Buy |
6,319
+161
| +3% | +$19.1K | 0.07% | 144 |
|
|
2019
Q2 | $766K | Buy |
6,158
+578
| +10% | +$71.9K | 0.08% | 132 |
|
|
2019
Q1 | $687K | Sell |
5,580
-24
| -0.4% | -$2.96K | 0.07% | 136 |
|
|
2018
Q4 | $610K | Buy |
5,604
+34
| +0.6% | +$3.7K | 0.1% | 113 |
|
|
2018
Q3 | $681K | Buy |
5,570
+227
| +4% | +$27.8K | 0.07% | 122 |
|
|
2018
Q2 | $675K | Sell |
5,343
-103
| -2% | -$13K | 0.07% | 111 |
|
|
2018
Q1 | $621K | Sell |
5,446
-206
| -4% | -$23.5K | 0.07% | 118 |
|
|
2017
Q4 | $708K | Buy |
5,652
+157
| +3% | +$19.7K | 0.08% | 106 |
|
|
2017
Q3 | $646K | Sell |
5,495
-162
| -3% | -$19K | 0.08% | 104 |
|
|
2017
Q2 | $590K | Sell |
5,657
-1,067
| -16% | -$111K | 0.08% | 108 |
|
|
2017
Q1 | $722K | Buy |
6,724
+3,567
| +113% | +$383K | 0.1% | 102 |
|
|
2016
Q4 | $372K | Buy |
3,157
+83
| +3% | +$9.78K | 0.06% | 109 |
|
|
2016
Q3 | $316K | Buy |
3,074
+135
| +5% | +$13.9K | 0.05% | 118 |
|
|
2016
Q2 | $308K | Buy |
+2,939
| New | +$308K | 0.05% | 113 |
|
|
2016
Q1 | – | Sell |
-2,554
| Closed | -$230K | – | 133 |
|
|
2015
Q4 | $230K | Buy |
+2,554
| New | +$230K | 0.04% | 107 |
|
|
2014
Q3 | – | Sell |
-1,662
| Closed | -$217K | – | 160 |
|
|
2014
Q2 | $217K | Sell |
1,662
-100
| -6% | -$13.1K | 0.02% | 156 |
|
|
2014
Q1 | $210K | Sell |
1,762
-800
| -31% | -$95.3K | 0.02% | 126 |
|
|
2013
Q4 | $320K | Buy |
2,562
+35
| +1% | +$4.37K | 0.03% | 121 |
|
|
2013
Q3 | $307K | Buy |
2,527
+27
| +1% | +$3.28K | 0.03% | 122 |
|
|
2013
Q2 | $296K | Buy |
+2,500
| New | +$296K | 0.03% | 129 |
|