BFA
Benedict Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
28,839
+496
| +2% | +$71K | 0.94% | 37 |
|
|
2025
Q1 | $4.74M | Buy |
28,343
+850
| +3% | +$142K | 1.1% | 30 |
|
|
2024
Q4 | $3.98M | Buy |
27,493
+142
| +0.5% | +$20.6K | 0.97% | 35 |
|
|
2024
Q3 | $4.03M | Buy |
27,351
+24
| +0.1% | +$3.53K | 0.95% | 36 |
|
|
2024
Q2 | $4.27M | Buy |
27,327
+24
| +0.1% | +$3.75K | 1.08% | 30 |
|
|
2024
Q1 | $4.31M | Sell |
27,303
-180
| -0.7% | -$28.4K | 1.09% | 31 |
|
|
2023
Q4 | $4.1M | Buy |
27,483
+110
| +0.4% | +$16.4K | 1.12% | 28 |
|
|
2023
Q3 | $4.62M | Buy |
27,373
+102
| +0.4% | +$17.2K | 1.33% | 24 |
|
|
2023
Q2 | $4.29M | Buy |
27,271
+136
| +0.5% | +$21.4K | 1.18% | 27 |
|
|
2023
Q1 | $4.43M | Sell |
27,135
-446
| -2% | -$72.8K | 1.25% | 28 |
|
|
2022
Q4 | $4.95M | Buy |
27,581
+121
| +0.4% | +$21.7K | 1.47% | 22 |
|
|
2022
Q3 | $3.95M | Buy |
27,460
+207
| +0.8% | +$29.7K | 1.26% | 29 |
|
|
2022
Q2 | $3.95M | Sell |
27,253
-810
| -3% | -$117K | 1.17% | 34 |
|
|
2022
Q1 | $4.57M | Sell |
28,063
-500
| -2% | -$81.4K | 1.22% | 28 |
|
|
2021
Q4 | $3.35M | Sell |
28,563
-93
| -0.3% | -$10.9K | 0.87% | 48 |
|
|
2021
Q3 | $2.91M | Sell |
28,656
-416
| -1% | -$42.2K | 0.81% | 49 |
|
|
2021
Q2 | $3.05M | Buy |
29,072
+21
| +0.1% | +$2.2K | 0.85% | 44 |
|
|
2021
Q1 | $3.04M | Buy |
29,051
+284
| +1% | +$29.8K | 0.88% | 45 |
|
|
2020
Q4 | $2.43M | Sell |
28,767
-413
| -1% | -$34.9K | 0.87% | 43 |
|
|
2020
Q3 | $2.1M | Buy |
29,180
+305
| +1% | +$22K | 0.81% | 45 |
|
|
2020
Q2 | $2.58M | Buy |
28,875
+288
| +1% | +$25.7K | 1.06% | 36 |
|
|
2020
Q1 | $2.07M | Buy |
28,587
+424
| +2% | +$30.7K | 0.98% | 40 |
|
|
2019
Q4 | $3.39M | Sell |
28,163
-292
| -1% | -$35.2K | 1.32% | 29 |
|
|
2019
Q3 | $3.38M | Buy |
28,455
+677
| +2% | +$80.3K | 1.38% | 28 |
|
|
2019
Q2 | $3.46M | Sell |
27,778
-138
| -0.5% | -$17.2K | 1.44% | 26 |
|
|
2019
Q1 | $3.44M | Sell |
27,916
-431
| -2% | -$53.1K | 1.49% | 23 |
|
|
2018
Q4 | $3.08M | Sell |
28,347
-324
| -1% | -$35.2K | 1.52% | 24 |
|
|
2018
Q3 | $3.51M | Sell |
28,671
-396
| -1% | -$48.4K | 1.57% | 21 |
|
|
2018
Q2 | $3.68M | Sell |
29,067
-234
| -0.8% | -$29.6K | 1.82% | 16 |
|
|
2018
Q1 | $3.34M | Sell |
29,301
-855
| -3% | -$97.5K | 1.68% | 16 |
|
|
2017
Q4 | $3.78M | Sell |
30,156
-260
| -0.9% | -$32.5K | 1.82% | 18 |
|
|
2017
Q3 | $3.57M | Sell |
30,416
-297
| -1% | -$34.9K | 1.84% | 17 |
|
|
2017
Q2 | $3.17M | Buy |
30,713
+401
| +1% | +$41.4K | 1.65% | 18 |
|
|
2017
Q1 | $3.26M | Sell |
30,312
-113
| -0.4% | -$12.1K | 1.77% | 17 |
|
|
2016
Q4 | $3.58M | Sell |
30,425
-172
| -0.6% | -$20.2K | 2.07% | 15 |
|
|
2016
Q3 | $3.14M | Buy |
30,597
+333
| +1% | +$34.1K | 1.83% | 18 |
|
|
2016
Q2 | $3.15M | Buy |
30,264
+149
| +0.5% | +$15.5K | 1.85% | 18 |
|
|
2016
Q1 | $2.87M | Sell |
30,115
-140
| -0.5% | -$13.4K | 1.75% | 22 |
|
|
2015
Q4 | $2.72M | Buy |
30,255
+442
| +1% | +$39.8K | 1.73% | 24 |
|
|
2015
Q3 | $2.35M | Buy |
29,813
+2,260
| +8% | +$178K | 1.63% | 24 |
|
|
2015
Q2 | $2.56M | Buy |
27,553
+1,473
| +6% | +$137K | 1.67% | 24 |
|
|
2015
Q1 | $2.78M | Buy |
26,080
+1,372
| +6% | +$146K | 1.78% | 21 |
|
|
2014
Q4 | $2.71M | Buy |
+24,708
| New | +$2.71M | 1.77% | 20 |
|