Beacon Pointe Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $97.1M | Sell |
586,022
-26,914
| -4% | -$5.01M | 0.45% | 44 |
|
|
2026
Q1 | $127M | Buy |
612,936
+90,644
| +17% | +$16.5M | 0.67% | 25 |
|
|
2025
Q4 | $79.6M | Buy |
522,292
+50,882
| +11% | +$7.75M | 0.56% | 37 |
|
|
2025
Q3 | $73.2M | Buy |
471,410
+18,372
| +4% | +$2.85M | 0.62% | 30 |
|
|
2025
Q2 | $64.9M | Buy |
453,038
+41,073
| +10% | +$5.79M | 0.68% | 28 |
|
|
2025
Q1 | $68.9M | Sell |
411,965
-6,329
| -2% | -$991K | 0.77% | 25 |
|
|
2024
Q4 | $60.6M | Sell |
418,294
-5,257
| -1% | -$805K | 0.67% | 27 |
|
|
2024
Q3 | $62.4M | Sell |
423,551
-6,171
| -1% | -$919K | 0.72% | 25 |
|
|
2024
Q2 | $67.2M | Sell |
429,722
-20,688
| -5% | -$3.3M | 0.79% | 21 |
|
|
2024
Q1 | $71M | Sell |
450,410
-8,169
| -2% | -$1.23M | 0.79% | 22 |
|
|
2023
Q4 | $68.4M | Sell |
458,579
-9,921
| -2% | -$1.5M | 0.82% | 21 |
|
|
2023
Q3 | $79M | Buy |
468,500
+307,326
| +191% | +$49.6M | 0.98% | 15 |
|
|
2023
Q2 | $25.4M | Sell |
161,174
-17,882
| -10% | -$2.87M | 0.41% | 54 |
|
|
2023
Q1 | $29.2M | Buy |
179,056
+41,140
| +30% | +$6.9M | 0.5% | 42 |
|
|
2022
Q4 | $24.8M | Buy |
137,916
+18,687
| +16% | +$3.26M | 0.48% | 47 |
|
|
2022
Q3 | $17.1M | Sell |
119,229
-9,045
| -7% | -$1.38M | 0.38% | 65 |
|
|
2022
Q2 | $18.6M | Sell |
128,274
-81,067
| -39% | -$13.4M | 0.39% | 63 |
|
|
2022
Q1 | $34.1M | Buy |
209,341
+94,508
| +82% | +$13.6M | 0.47% | 45 |
|
|
2021
Q4 | $13.5M | Sell |
114,833
-1,111
| -1% | -$126K | 0.35% | 70 |
|
|
2021
Q3 | $11.8M | Buy |
115,944
+15,936
| +16% | +$1.59M | 0.29% | 92 |
|
|
2021
Q2 | $10.5M | Buy |
100,008
+39,172
| +64% | +$4.14M | 0.37% | 65 |
|
|
2021
Q1 | $6.37M | Sell |
60,836
-8,310
| -12% | -$811K | 0.39% | 65 |
|
|
2020
Q4 | $5.84M | Buy |
69,146
+44,690
| +183% | +$3.62M | 0.4% | 65 |
|
|
2020
Q3 | $1.76M | Sell |
24,456
-5,850
| -19% | -$492K | 0.17% | 118 |
|
|
2020
Q2 | $2.71M | Buy |
30,306
+9,400
| +45% | +$842K | 0.27% | 87 |
|
|
2020
Q1 | $1.51M | Buy |
20,906
+11,651
| +126% | +$1.15M | 0.24% | 90 |
|
|
2019
Q4 | $1.11M | Buy |
9,255
+2,324
| +34% | +$274K | 0.35% | 62 |
|
|
2019
Q3 | $821K | Sell |
6,931
-4,581
| -40% | -$556K | 0.35% | 65 |
|
|
2019
Q2 | $1.43M | Buy |
11,512
+713
| +7% | +$86.2K | 0.52% | 51 |
|
|
2019
Q1 | $1.33M | Buy |
10,799
+408
| +4% | +$48.3K | 0.5% | 57 |
|
|
2018
Q4 | $1.13M | Buy |
+10,391
| New | +$1.2M | 0.69% | 38 |
|
Other funds holding CVX
Beacon Pointe Advisors's CVX Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Chevron (CVX) stake by 4.4% in Q2 2026, selling an estimated $5.01M and leaving 586,022 shares worth $97.1M. The position accounts for 0.45% of the portfolio, ranked #44.
Beacon Pointe Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $127M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Beacon Pointe Advisors held 586,022 shares of Chevron worth $97.1M as of Q2 2026.
- Beacon Pointe Advisors sold 26,914 Chevron shares in Q2 2026, an estimated $5.01M.
- Chevron made up 0.45% of Beacon Pointe Advisors's portfolio in Q2 2026, its #44 holding.
- Beacon Pointe Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Chevron position peaked at $127M in Q1 2026.
- 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.