Beacon Financial Advisory LLC CVX Holdings History
Beacon Financial Advisory LLC's Chevron Corp Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 9,032.00 shares of Chevron Corp(CVX), totaling $1.29 Mil. This investment constitutes 0.33% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 6 purchases of CVX, at an average price of $129.53, for a total of 16,277.00 shares. In addition, there have been 3 sales at an average price of $115.20 for 7,245.00 shares. Based on historical transaction data and CVX's current price of $152.68, Beacon Financial Advisory LLC's estimated gain on his CVX holdings is $105,294.88, reflecting a 4.99% gain to date.
Beacon Financial Advisory LLC CVX ($152.68) Holding Chart
Beacon Financial Advisory LLC CVX ($152.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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