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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beacon Financial Advisory's CVX Position: Q1 2026 in Review

Beacon Financial Advisory increased its Chevron (CVX) stake by 2.2% in Q1 2026, buying an estimated $35K and bringing the position to 9,072 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #48.

Beacon Financial Advisory first reported a position in CVX in Q4 2019 and has held it in 11 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Beacon Financial Advisory held 9,072 shares of Chevron worth $1.88M as of Q1 2026.
Beacon Financial Advisory bought 192 Chevron shares in Q1 2026, an estimated $35K.
Chevron made up 0.42% of Beacon Financial Advisory's portfolio in Q1 2026, its #48 holding.
Beacon Financial Advisory first reported a position in Chevron in Q4 2019 and has held it in 11 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.