BEI
Benjamin Edwards Inc’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
132,975
+4,277
| +3% | +$612K | 0.24% | 106 |
|
|
2025
Q1 | $21.5M | Sell |
128,698
-16,314
| -11% | -$2.73M | 0.3% | 94 |
|
|
2024
Q4 | $21M | Sell |
145,012
-2,247
| -2% | -$326K | 0.3% | 93 |
|
|
2024
Q3 | $21.7M | Buy |
147,259
+118,124
| +405% | +$17.4M | 0.32% | 90 |
|
|
2024
Q2 | $4.56M | Buy |
29,135
+2,740
| +10% | +$429K | 0.88% | 21 |
|
|
2024
Q1 | $4.16M | Sell |
26,395
-481
| -2% | -$75.9K | 0.83% | 25 |
|
|
2023
Q4 | $4.01M | Sell |
26,876
-1,266
| -4% | -$189K | 0.87% | 21 |
|
|
2023
Q3 | $4.75M | Buy |
28,142
+2,070
| +8% | +$349K | 1.12% | 12 |
|
|
2023
Q2 | $4.1M | Buy |
26,072
+5,162
| +25% | +$812K | 0.95% | 21 |
|
|
2023
Q1 | $3.41M | Buy |
20,910
+2,313
| +12% | +$377K | 0.83% | 33 |
|
|
2022
Q4 | $3.34M | Buy |
18,597
+742
| +4% | +$133K | 0.88% | 30 |
|
|
2022
Q3 | $2.57M | Buy |
17,855
+609
| +4% | +$87.5K | 0.77% | 37 |
|
|
2022
Q2 | $2.5M | Buy |
17,246
+6
| +0% | +$869 | 0.73% | 38 |
|
|
2022
Q1 | $2.81M | Buy |
17,240
+3,329
| +24% | +$542K | 0.82% | 26 |
|
|
2021
Q4 | $1.63M | Buy |
13,911
+9,259
| +199% | +$1.09M | 0.53% | 51 |
|
|
2021
Q3 | $472K | Buy |
4,652
+959
| +26% | +$97.3K | 0.29% | 114 |
|
|
2021
Q2 | $387K | Buy |
3,693
+274
| +8% | +$28.7K | 0.27% | 122 |
|
|
2021
Q1 | $358K | Sell |
3,419
-3,133
| -48% | -$328K | 0.27% | 119 |
|
|
2020
Q4 | $553K | Buy |
6,552
+6,417
| +4,753% | +$542K | 0.43% | 90 |
|
|
2020
Q3 | $10K | Sell |
135
-49
| -27% | -$3.63K | 0.01% | 308 |
|
|
2020
Q2 | $16K | Hold |
184
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $13K | Buy |
184
+49
| +36% | +$3.46K | 0.01% | 266 |
|
|
2019
Q4 | $16K | Hold |
135
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $16K | Sell |
135
-54
| -29% | -$6.4K | 0.03% | 181 |
|
|
2019
Q2 | $24K | Hold |
189
| – | – | 0.06% | 154 |
|
|
2019
Q1 | $23K | Buy |
+189
| New | +$23K | 0.11% | 151 |
|