BAM
Belpointe Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
24,551
+1,468
| +6% | +$210K | 0.15% | 122 |
|
|
2025
Q1 | $3.86M | Buy |
23,083
+1,195
| +5% | +$200K | 0.2% | 95 |
|
|
2024
Q4 | $3.24M | Buy |
21,888
+1,441
| +7% | +$213K | 0.2% | 106 |
|
|
2024
Q3 | $3.01M | Sell |
20,447
-8,638
| -30% | -$1.27M | 0.18% | 112 |
|
|
2024
Q2 | $4.55M | Buy |
29,085
+6,690
| +30% | +$1.05M | 0.32% | 52 |
|
|
2024
Q1 | $3.53M | Sell |
22,395
-146
| -0.6% | -$23K | 0.26% | 74 |
|
|
2023
Q4 | $3.36M | Sell |
22,541
-2,382
| -10% | -$355K | 0.3% | 62 |
|
|
2023
Q3 | $4.2M | Buy |
24,923
+4,077
| +20% | +$687K | 0.44% | 40 |
|
|
2023
Q2 | $3.28M | Sell |
20,846
-16,990
| -45% | -$2.67M | 0.35% | 57 |
|
|
2023
Q1 | $6.17M | Sell |
37,836
-1,405
| -4% | -$229K | 0.33% | 46 |
|
|
2022
Q4 | $7.04M | Buy |
39,241
+711
| +2% | +$128K | 0.43% | 34 |
|
|
2022
Q3 | $5.54M | Sell |
38,530
-12,644
| -25% | -$1.82M | 0.37% | 48 |
|
|
2022
Q2 | $7.41M | Buy |
51,174
+17,047
| +50% | +$2.47M | 0.5% | 27 |
|
|
2022
Q1 | $5.56M | Buy |
34,127
+3,071
| +10% | +$500K | 0.34% | 53 |
|
|
2021
Q4 | $3.64M | Sell |
31,056
-37,395
| -55% | -$4.39M | 0.23% | 92 |
|
|
2021
Q3 | $6.94M | Buy |
68,451
+1,575
| +2% | +$160K | 0.47% | 29 |
|
|
2021
Q2 | $7M | Buy |
66,876
+39,879
| +148% | +$4.18M | 0.5% | 28 |
|
|
2021
Q1 | $2.83M | Buy |
26,997
+4,566
| +20% | +$479K | 0.24% | 84 |
|
|
2020
Q4 | $1.9M | Buy |
22,431
+1,586
| +8% | +$134K | 0.17% | 129 |
|
|
2020
Q3 | $1.5M | Sell |
20,845
-8,013
| -28% | -$577K | 0.17% | 130 |
|
|
2020
Q2 | $2.58M | Buy |
28,858
+8,380
| +41% | +$748K | 0.33% | 60 |
|
|
2020
Q1 | $1.48M | Sell |
20,478
-6,401
| -24% | -$464K | 0.26% | 83 |
|
|
2019
Q4 | $3.24M | Buy |
26,879
+8,631
| +47% | +$1.04M | 0.41% | 53 |
|
|
2019
Q3 | $2.17M | Buy |
18,248
+4,958
| +37% | +$588K | 0.35% | 62 |
|
|
2019
Q2 | $1.65M | Sell |
13,290
-10,023
| -43% | -$1.25M | 0.33% | 65 |
|
|
2019
Q1 | $2.87M | Buy |
23,313
+9,680
| +71% | +$1.19M | 0.56% | 35 |
|
|
2018
Q4 | $1.48M | Buy |
13,633
+3,028
| +29% | +$329K | 0.38% | 52 |
|
|
2018
Q3 | $1.3M | Buy |
10,605
+5,701
| +116% | +$697K | 0.21% | 94 |
|
|
2018
Q2 | $620K | Sell |
4,904
-4,264
| -47% | -$539K | 0.17% | 116 |
|
|
2018
Q1 | $1.05M | Sell |
9,168
-4,957
| -35% | -$566K | 0.3% | 57 |
|
|
2017
Q4 | $1.77M | Buy |
14,125
+6,372
| +82% | +$798K | 0.39% | 49 |
|
|
2017
Q3 | $911K | Buy |
+7,753
| New | +$911K | 0.21% | 104 |
|