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Beaird Harris Wealth Management’s Chevron CVX Stock Holding History

Beaird Harris Wealth Management’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 		$945K Buy
5,699
+560
+11% +$104K 0.06% 74
2026
Q1 		$1.06M Buy
5,139
+5
+0.1% +$912 0.07% 75
2025
Q4 		$783K Sell
5,134
-160
-3% -$24.4K 0.05% 75
2025
Q3 		$822K Buy
5,294
+14
+0.3% +$2.17K 0.06% 74
2025
Q2 		$756K Buy
5,280
+324
+7% +$45.7K 0.06% 72
2025
Q1 		$829K Sell
4,956
-193
-4% -$30.2K 0.07% 65
2024
Q4 		$746K Buy
5,149
+958
+23% +$147K 0.06% 71
2024
Q3 		$617K Sell
4,191
-1,263
-23% -$188K 0.05% 78
2024
Q2 		$853K Buy
5,454
+1,154
+27% +$184K 0.08% 62
2024
Q1 		$678K Buy
4,300
+885
+26% +$134K 0.07% 60
2023
Q4 		$509K Buy
3,415
+69
+2% +$10.4K 0.05% 64
2023
Q3 		$564K Buy
3,346
+62
+2% +$10K 0.07% 55
2023
Q2 		$517K Sell
3,284
-118
-3% -$18.9K 0.06% 58
2023
Q1 		$555K Sell
3,402
-160
-4% -$26.8K 0.1% 52
2022
Q4 		$639K Sell
3,562
-354
-9% -$61.8K 0.12% 47
2022
Q3 		$563K Buy
3,916
+137
+4% +$20.9K 0.12% 50
2022
Q2 		$547K Sell
3,779
-2,892
-43% -$478K 0.15% 46
2022
Q1 		$1.09M Sell
6,671
-1,996
-23% -$286K 0.39% 30
2021
Q4 		$1.02M Buy
+8,667
New +$984K 0.37% 37

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Beaird Harris Wealth Management's CVX Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 5,699 shares worth $945K. The position accounts for 0.06% of the portfolio, ranked #74.

Beaird Harris Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2022. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beaird Harris Wealth Management held 5,699 shares of Chevron worth $945K as of Q2 2026.
  • Beaird Harris Wealth Management bought 560 Chevron shares in Q2 2026, an estimated $104K.
  • Chevron made up 0.06% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Beaird Harris Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Chevron position peaked at $1.09M in Q1 2022.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.