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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
Q2 		$1.14M Buy
6,854
+13
+0.2% +$2.42K 0.36% 77
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Investment Advisors's CVX Position: Q2 2026 in Review

Beacon Investment Advisors increased its Chevron (CVX) stake by 0.19% in Q2 2026, buying an estimated $2.42K and bringing the position to 6,854 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #77.

Beacon Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beacon Investment Advisors held 6,854 shares of Chevron worth $1.14M as of Q2 2026.
  • Beacon Investment Advisors bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
  • Chevron made up 0.36% of Beacon Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Beacon Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Chevron position peaked at $1.42M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.