Beacon Financial Advisory’s Chevron CVX Stock Holding History

Beacon Financial Advisory’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 Q3	$612K	Buy	2,997 +334	+13%	+$65.8K	0.12%	218
2026 Q2	$441K	Sell	2,663 -6,409	-71%	-$1.19M	0.09%	267
2026 Q1	$1.88M	Buy	9,072 +192	+2%	+$35K	0.42%	48
2025 Q4	$1.35M	Sell	8,880 -572	-6%	-$87.1K	0.31%	77
2025 Q3	$1.47M	Buy	9,452 +420	+5%	+$65K	0.34%	70
2025 Q2	$1.29M	Buy	9,032 +7,689	+573%	+$1.08M	0.33%	79
2025 Q1	$225K	Buy	+1,343	New	+$210K	0.07%	301
2022 Q3	–	Sell	-2,129	Closed	-$308K	–	196
2022 Q2	$308K	Buy	2,129 +159	+8%	+$26.3K	0.18%	159
2022 Q1	$321K	Buy	1,970 +2	+0.1%	+$287	0.15%	164
2021 Q4	$231K	Buy	+1,968	New	+$224K	0.11%	218
2021 Q3	–	Sell	-2,069	Closed	-$217K	–	234
2021 Q2	$217K	Hold	2,069	–	–	0.12%	206
2021 Q1	$217K	Buy	+2,069	New	+$202K	0.12%	199
2020 Q1	–	Sell	-3,047	Closed	-$367K	–	140
2019 Q4	$367K	Buy	+3,047	New	+$359K	0.31%	90

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beacon Financial Advisory's CVX Position: Q3 2026 in Review

Beacon Financial Advisory increased its Chevron (CVX) stake by 13% in Q3 2026, buying an estimated $65.8K and bringing the position to 2,997 shares worth $612K. The position accounts for 0.12% of the portfolio, ranked #218.

Beacon Financial Advisory first reported a position in CVX in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.88M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Beacon Financial Advisory held 2,997 shares of Chevron worth $612K as of Q3 2026.
Beacon Financial Advisory bought 334 Chevron shares in Q3 2026, an estimated $65.8K.
Chevron made up 0.12% of Beacon Financial Advisory's portfolio in Q3 2026, its #218 holding.
Beacon Financial Advisory first reported a position in Chevron in Q4 2019 and has held it in 13 quarters since.
Beacon Financial Advisory's Chevron position peaked at $1.88M in Q1 2026.
3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.