BFEC
Benjamin F. Edwards & Company’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.5M | Buy |
118,532
+9,648
| +9% | +$1.51M | 0.33% | 90 |
|
|
2024
Q1 | $17.2M | Sell |
108,884
-7,003
| -6% | -$1.1M | 0.31% | 91 |
|
|
2023
Q4 | $17.3M | Buy |
115,887
+47,910
| +70% | +$7.15M | 0.35% | 85 |
|
|
2023
Q3 | $11.5M | Sell |
67,977
-4,177
| -6% | -$704K | 0.44% | 52 |
|
|
2023
Q2 | $11.4M | Buy |
72,154
+3,944
| +6% | +$621K | 0.43% | 53 |
|
|
2023
Q1 | $11.1M | Buy |
68,210
+16,805
| +33% | +$2.74M | 0.47% | 48 |
|
|
2022
Q4 | $9.23M | Buy |
51,405
+565
| +1% | +$101K | 0.41% | 56 |
|
|
2022
Q3 | $7.3M | Sell |
50,840
-20,323
| -29% | -$2.92M | 0.37% | 68 |
|
|
2022
Q2 | $10.3M | Buy |
71,163
+8,458
| +13% | +$1.22M | 0.5% | 48 |
|
|
2022
Q1 | $10.2M | Buy |
62,705
+207
| +0.3% | +$33.7K | 0.46% | 52 |
|
|
2021
Q4 | $7.33M | Buy |
62,498
+35,394
| +131% | +$4.15M | 0.33% | 73 |
|
|
2021
Q3 | $2.75M | Sell |
27,104
-1,065
| -4% | -$108K | 0.14% | 160 |
|
|
2021
Q2 | $2.95M | Sell |
28,169
-6,471
| -19% | -$678K | 0.15% | 155 |
|
|
2021
Q1 | $3.63M | Sell |
34,640
-235
| -0.7% | -$24.6K | 0.2% | 126 |
|
|
2020
Q4 | $2.95M | Sell |
34,875
-1,460
| -4% | -$123K | 0.17% | 141 |
|
|
2020
Q3 | $2.62M | Sell |
36,335
-5,474
| -13% | -$394K | 0.18% | 143 |
|
|
2020
Q2 | $3.73M | Sell |
41,809
-15,464
| -27% | -$1.38M | 0.27% | 87 |
|
|
2020
Q1 | $4.15M | Buy |
57,273
+13,516
| +31% | +$979K | 0.35% | 71 |
|
|
2019
Q4 | $5.27M | Buy |
43,757
+2,333
| +6% | +$281K | 0.37% | 68 |
|
|
2019
Q3 | $4.91M | Buy |
41,424
+617
| +2% | +$73.2K | 0.38% | 59 |
|
|
2019
Q2 | $5.08M | Buy |
40,807
+563
| +1% | +$70.1K | 0.43% | 47 |
|
|
2019
Q1 | $4.96M | Buy |
40,244
+12,149
| +43% | +$1.5M | 0.45% | 46 |
|
|
2018
Q4 | $3.06M | Buy |
28,095
+10,385
| +59% | +$1.13M | 0.32% | 75 |
|
|
2018
Q3 | $2.17M | Buy |
17,710
+68
| +0.4% | +$8.32K | 0.2% | 119 |
|
|
2018
Q2 | $2.23M | Sell |
17,642
-5,640
| -24% | -$713K | 0.22% | 110 |
|
|
2018
Q1 | $2.66M | Buy |
23,282
+2,491
| +12% | +$284K | 0.27% | 90 |
|
|
2017
Q4 | $2.6M | Sell |
20,791
-7,125
| -26% | -$892K | 0.27% | 96 |
|
|
2017
Q3 | $3.28M | Buy |
27,916
+2,448
| +10% | +$288K | 0.39% | 59 |
|
|
2017
Q2 | $2.66M | Buy |
25,468
+2,858
| +13% | +$298K | 0.35% | 72 |
|
|
2017
Q1 | $2.43M | Sell |
22,610
-654
| -3% | -$70.2K | 0.36% | 71 |
|
|
2016
Q4 | $2.74M | Buy |
23,264
+2,092
| +10% | +$246K | 0.45% | 53 |
|
|
2016
Q3 | $2.18M | Buy |
21,172
+4,545
| +27% | +$468K | 0.39% | 61 |
|
|
2016
Q2 | $1.74M | Sell |
16,627
-851
| -5% | -$89.2K | 0.34% | 71 |
|
|
2016
Q1 | $1.67M | Sell |
17,478
-6,801
| -28% | -$649K | 0.35% | 65 |
|
|
2015
Q4 | $2.18M | Sell |
24,279
-945
| -4% | -$85K | 0.47% | 47 |
|
|
2015
Q3 | $1.99M | Buy |
25,224
+1,659
| +7% | +$131K | 0.44% | 51 |
|
|
2015
Q2 | $2.27M | Buy |
23,565
+261
| +1% | +$25.2K | 0.45% | 48 |
|
|
2015
Q1 | $2.45M | Buy |
23,304
+4,028
| +21% | +$423K | 0.51% | 45 |
|
|
2014
Q4 | $2.16M | Buy |
19,276
+1,302
| +7% | +$146K | 0.5% | 43 |
|
|
2014
Q3 | $2.15M | Sell |
17,974
-24
| -0.1% | -$2.86K | 0.54% | 44 |
|
|
2014
Q2 | $2.35M | Buy |
17,998
+457
| +3% | +$59.7K | 0.6% | 37 |
|
|
2014
Q1 | $2.09M | Buy |
17,541
+597
| +4% | +$71K | 0.57% | 38 |
|
|
2013
Q4 | $2.12M | Buy |
16,944
+861
| +5% | +$108K | 0.71% | 33 |
|
|
2013
Q3 | $1.95M | Buy |
16,083
+1,505
| +10% | +$183K | 0.72% | 33 |
|
|
2013
Q2 | $1.73M | Buy |
+14,578
| New | +$1.73M | 0.69% | 35 |
|