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Beacon Investment Advisors’s Chevron CVX Stock Holding History

Beacon Investment Advisors’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 		$1.42M Buy
6,841
+14
+0.2% +$2.55K 0.53% 55
2025
Q4 		$1.04M Buy
6,827
+27
+0.4% +$4.11K 0.42% 68
2025
Q3 		$1.06M Buy
6,800
+430
+7% +$66.6K 0.43% 69
2025
Q2 		$916K Buy
6,370
+367
+6% +$51.7K 0.4% 73
2025
Q1 		$1M Sell
6,003
-309
-5% -$48.4K 0.47% 63
2024
Q4 		$914K Buy
6,312
+5
+0.1% +$765 0.43% 71
2024
Q3 		$929K Buy
6,307
+6
+0.1% +$893 0.44% 65
2024
Q2 		$986K Buy
6,301
+2,005
+47% +$320K 0.5% 62
2024
Q1 		$678K Buy
4,296
+106
+3% +$16K 0.39% 72
2023
Q4 		$625K Buy
4,190
+105
+3% +$15.9K 0.4% 68
2023
Q3 		$689K Buy
4,085
+3
+0.1% +$485 0.49% 60
2023
Q2 		$642K Buy
4,082
+14
+0.3% +$2.25K 0.44% 64
2023
Q1 		$664K Buy
4,068
+52
+1% +$8.72K 0.48% 63
2022
Q4 		$721K Buy
+4,016
New +$701K 0.6% 55

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beacon Investment Advisors's CVX Position: Q1 2026 in Review

Beacon Investment Advisors increased its Chevron (CVX) stake by 0.21% in Q1 2026, buying an estimated $2.55K and bringing the position to 6,841 shares worth $1.42M. The position accounts for 0.53% of the portfolio, ranked #55.

Beacon Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Beacon Investment Advisors held 6,841 shares of Chevron worth $1.42M as of Q1 2026.
  • Beacon Investment Advisors bought 14 Chevron shares in Q1 2026, an estimated $2.55K.
  • Chevron made up 0.53% of Beacon Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Beacon Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.