BHPW
Beverly Hills Private Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
25,488
-525
| -2% | -$75.2K | 0.68% | 36 |
|
|
2025
Q1 | $4.35M | Buy |
26,013
+85
| +0.3% | +$14.2K | 0.86% | 25 |
|
|
2024
Q4 | $3.76M | Sell |
25,928
-942
| -4% | -$136K | 0.76% | 29 |
|
|
2024
Q3 | $3.96M | Sell |
26,870
-5,116
| -16% | -$753K | 0.8% | 27 |
|
|
2024
Q2 | $5M | Sell |
31,986
-664
| -2% | -$104K | 1.09% | 15 |
|
|
2024
Q1 | $5.15M | Sell |
32,650
-1,924
| -6% | -$303K | 1.19% | 12 |
|
|
2023
Q4 | $5.16M | Sell |
34,574
-1,229
| -3% | -$183K | 1.35% | 11 |
|
|
2023
Q3 | $6.04M | Sell |
35,803
-30,126
| -46% | -$5.08M | 1.8% | 5 |
|
|
2023
Q2 | $10.5M | Buy |
65,929
+30,573
| +86% | +$4.87M | 1.73% | 6 |
|
|
2023
Q1 | $5.77M | Buy |
35,356
+6,528
| +23% | +$1.07M | 1.79% | 6 |
|
|
2022
Q4 | $5.17M | Buy |
+28,828
| New | +$5.17M | 2.26% | 3 |
|