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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
Q2 		$1.36M Sell
8,215
-66
-0.8% -$12.3K 0.2% 52
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

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 Capital Management LLC (Tennessee)'s CVX Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Chevron (CVX) stake by 0.8% in Q2 2026, selling an estimated $12.3K and leaving 8,215 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #52.

Beacon Capital Management LLC (Tennessee) first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.88M in Q3 2025. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 8,215 shares of Chevron worth $1.36M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 66 Chevron shares in Q2 2026, an estimated $12.3K.
  • Chevron made up 0.2% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #52 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Chevron position peaked at $1.88M in Q3 2025.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.