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Beacon Capital Management LLC (Tennessee)’s Chevron CVX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		$1.71M Buy
8,281
+50
+0.6% +$9.12K 0.3% 34
2025
Q4 		$1.25M Sell
8,231
-3,885
-32% -$592K 0.19% 42
2025
Q3 		$1.88M Sell
12,116
-486
-4% -$75.3K 0.27% 33
2025
Q2 		$1.8M Buy
12,602
+7,196
+133% +$1.01M 0.24% 30
2025
Q1 		$904K Buy
5,406
+54
+1% +$8.45K 0.12% 41
2024
Q4 		$775K Sell
5,352
-118
-2% -$18.1K 0.1% 46
2024
Q3 		$806K Buy
5,470
+431
+9% +$64.2K 0.11% 39
2024
Q2 		$788K Buy
5,039
+160
+3% +$25.5K 0.15% 35
2024
Q1 		$770K Buy
4,879
+839
+21% +$127K 0.16% 34
2023
Q4 		$681K Sell
4,040
-17
-0.4% -$2.57K 0.19% 35
2023
Q3 		$638K Hold
4,057
– – 0.17% 37
2023
Q2 		$638K Buy
4,057
+62
+2% +$9.94K 0.17% 37
2023
Q1 		$652K Sell
3,995
-117
-3% -$19.6K 0.19% 34
2022
Q4 		$738K Sell
4,112
-1,241
-23% -$217K 0.25% 32
2022
Q3 		$775K Buy
5,353
+17
+0.3% +$2.59K 0.26% 32
2022
Q2 		$868K Hold
5,336
– – 0.22% 37
2022
Q1 		$868K Buy
+5,336
New +$765K 0.21% 37

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CVX Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Chevron (CVX) stake by 0.61% in Q1 2026, buying an estimated $9.12K and bringing the position to 8,281 shares worth $1.71M. The position accounts for 0.3% of the portfolio, ranked #34.

Beacon Capital Management LLC (Tennessee) first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.88M in Q3 2025. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 8,281 shares of Chevron worth $1.71M as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) bought 50 Chevron shares in Q1 2026, an estimated $9.12K.
  • Chevron made up 0.3% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #34 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Chevron position peaked at $1.88M in Q3 2025.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.