BIA
Benchmark Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,660
| Closed | -$245K | – | 88 |
|
|
2024
Q3 | $245K | Sell |
1,660
-685
| -29% | -$101K | 0.17% | 81 |
|
|
2024
Q2 | $367K | Sell |
2,345
-767
| -25% | -$120K | 0.27% | 65 |
|
|
2024
Q1 | $491K | Sell |
3,112
-2,026
| -39% | -$320K | 0.39% | 59 |
|
|
2023
Q4 | $766K | Sell |
5,138
-383
| -7% | -$57.1K | 0.71% | 40 |
|
|
2023
Q3 | $931K | Sell |
5,521
-3,135
| -36% | -$529K | 0.94% | 35 |
|
|
2023
Q2 | $1.36M | Sell |
8,656
-440
| -5% | -$69.2K | 1.26% | 26 |
|
|
2023
Q1 | $1.48M | Buy |
9,096
+1,666
| +22% | +$272K | 1.52% | 23 |
|
|
2022
Q4 | $1.33M | Buy |
7,430
+256
| +4% | +$45.9K | 1.41% | 22 |
|
|
2022
Q3 | $1.03M | Buy |
7,174
+95
| +1% | +$13.7K | 1.11% | 30 |
|
|
2022
Q2 | $1.03M | Buy |
7,079
+4,214
| +147% | +$610K | 1.07% | 30 |
|
|
2022
Q1 | $467K | Buy |
+2,865
| New | +$467K | 0.35% | 75 |
|