BWCS
Beirne Wealth Consulting Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Hold |
5,805
| – | – | 0.27% | 49 |
|
|
2025
Q1 | $971K | Hold |
5,805
| – | – | 0.35% | 43 |
|
|
2024
Q4 | $841K | Hold |
5,805
| – | – | 0.3% | 44 |
|
|
2024
Q3 | $855K | Hold |
5,805
| – | – | 0.3% | 48 |
|
|
2024
Q2 | $908K | Hold |
5,805
| – | – | 0.37% | 44 |
|
|
2024
Q1 | $916K | Sell |
5,805
-1,599
| -22% | -$252K | 0.39% | 44 |
|
|
2023
Q4 | $1.1M | Buy |
7,404
+1,599
| +28% | +$239K | 0.55% | 36 |
|
|
2023
Q3 | $913K | Hold |
5,805
| – | – | 0.73% | 31 |
|
|
2023
Q2 | $913K | Hold |
5,805
| – | – | 0.73% | 31 |
|
|
2023
Q1 | $947K | Buy |
5,805
+35
| +0.6% | +$5.71K | 0.66% | 32 |
|
|
2022
Q4 | $1.04M | Hold |
5,770
| – | – | 0.51% | 32 |
|
|
2022
Q3 | $829K | Sell |
5,770
-133
| -2% | -$19.1K | 0.32% | 43 |
|
|
2022
Q2 | $855K | Buy |
5,903
+133
| +2% | +$19.3K | 0.56% | 33 |
|
|
2022
Q1 | $939K | Hold |
5,770
| – | – | 0.52% | 44 |
|
|
2021
Q4 | $677K | Hold |
5,770
| – | – | 0.37% | 43 |
|
|
2021
Q3 | $585K | Hold |
5,770
| – | – | 0.33% | 46 |
|
|
2021
Q2 | $604K | Hold |
5,770
| – | – | 0.33% | 48 |
|
|
2021
Q1 | $605K | Sell |
5,770
-2,474
| -30% | -$259K | 0.36% | 43 |
|
|
2020
Q4 | $696K | Buy |
8,244
+494
| +6% | +$41.7K | 0.34% | 58 |
|
|
2020
Q3 | $558K | Buy |
7,750
+2,456
| +46% | +$177K | 0.33% | 60 |
|
|
2020
Q2 | $472K | Hold |
5,294
| – | – | 0.38% | 44 |
|
|
2020
Q1 | $384K | Sell |
5,294
-33
| -0.6% | -$2.39K | 0.42% | 44 |
|
|
2019
Q4 | $642K | Sell |
5,327
-755
| -12% | -$91K | 0.57% | 40 |
|
|
2019
Q3 | $721K | Sell |
6,082
-11
| -0.2% | -$1.3K | 0.6% | 44 |
|
|
2019
Q2 | $758K | Sell |
6,093
-1,662
| -21% | -$207K | 0.68% | 44 |
|
|
2019
Q1 | $955K | Sell |
7,755
-73
| -0.9% | -$8.99K | 0.75% | 35 |
|
|
2018
Q4 | $852K | Buy |
+7,828
| New | +$852K | 0.72% | 34 |
|