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Beacon Bridge Wealth Partners’s Chevron CVX Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,073
Closed -$222K – 106
2026
Q1 		$222K Buy
+1,073
New +$196K 0.07% 94
2025
Q2 		– Sell
-1,215
Closed -$203K – 89
2025
Q1 		$203K Buy
+1,215
New +$190K 0.09% 83
2024
Q3 		– Sell
-1,340
Closed -$210K – 88
2024
Q2 		$210K Sell
1,340
-552
-29% -$88K 0.1% 89
2024
Q1 		$299K Sell
1,892
-612
-24% -$92.4K 0.14% 81
2023
Q4 		$374K Sell
2,504
-136
-5% -$20.6K 0.19% 65
2023
Q3 		$445K Sell
2,640
-182
-6% -$29.4K 0.23% 53
2023
Q2 		$444K Sell
2,822
-161
-5% -$25.8K 0.23% 44
2023
Q1 		$487K Sell
2,983
-176
-6% -$29.5K 0.29% 39
2022
Q4 		$567K Buy
+3,159
New +$551K 0.41% 31

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Bridge Wealth Partners's CVX Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,073 shares — an estimated $222K sold.

Beacon Bridge Wealth Partners first reported a position in CVX in Q4 2022 and held it in 9 quarters. The position peaked at $567K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beacon Bridge Wealth Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 1,073 Chevron shares in Q2 2026, an estimated $222K.
  • Beacon Bridge Wealth Partners first reported a position in Chevron in Q4 2022 and held it in 9 quarters.
  • Beacon Bridge Wealth Partners's Chevron position peaked at $567K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.