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Beacon Financial Strategies’s Chevron CVX Stock Holding History

Beacon Financial Strategies’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 		$92K Hold
555
– – 0.05% 70
2026
Q1 		$115K Hold
555
– – 0.07% 52
2025
Q4 		$84.6K Buy
+555
New +$84.5K 0.05% 61

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Beacon Financial Strategies held its Chevron (CVX) position steady in Q2 2026 at 555 shares worth $92K. The position accounts for 0.05% of the portfolio, ranked #70.

Beacon Financial Strategies first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q1 2026. 713 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beacon Financial Strategies held 555 shares of Chevron worth $92K as of Q2 2026.
  • Beacon Financial Strategies left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.05% of Beacon Financial Strategies's portfolio in Q2 2026, its #70 holding.
  • Beacon Financial Strategies first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Chevron position peaked at $115K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.