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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beacon Financial Advisory's CVX Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Chevron (CVX) stake by 71% in Q2 2026, selling an estimated $1.19M and leaving 2,663 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #267.

Beacon Financial Advisory first reported a position in CVX in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.88M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Beacon Financial Advisory held 2,663 shares of Chevron worth $441K as of Q2 2026.
Beacon Financial Advisory sold 6,409 Chevron shares in Q2 2026, an estimated $1.19M.
Chevron made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #267 holding.
Beacon Financial Advisory first reported a position in Chevron in Q4 2019 and has held it in 12 quarters since.
Beacon Financial Advisory's Chevron position peaked at $1.88M in Q1 2026.
4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.