Beirne Wealth Consulting Services’s Chevron CVX Stock Holding History

Beirne Wealth Consulting Services’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	$993K	Sell	5,991 -157	-3%	-$29.2K	0.2%	46
2026 Q1	$1.27M	Buy	6,148 +43	+0.7%	+$7.84K	0.36%	44
2025 Q4	$930K	Sell	6,105 -2,147	-26%	-$327K	0.27%	51
2025 Q3	$1.28M	Buy	8,252 +2,447	+42%	+$379K	0.31%	55
2025 Q2	$831K	Hold	5,805	–	–	0.27%	49
2025 Q1	$971K	Hold	5,805	–	–	0.35%	43
2024 Q4	$841K	Hold	5,805	–	–	0.3%	44
2024 Q3	$855K	Hold	5,805	–	–	0.3%	48
2024 Q2	$908K	Hold	5,805	–	–	0.37%	44
2024 Q1	$916K	Sell	5,805 -1,599	-22%	-$241K	0.39%	44
2023 Q4	$1.1M	Buy	7,404 +1,599	+28%	+$242K	0.55%	36
2023 Q3	$913K	Hold	5,805	–	–	0.73%	31
2023 Q2	$913K	Hold	5,805	–	–	0.73%	31
2023 Q1	$947K	Buy	5,805 +35	+0.6%	+$5.87K	0.66%	32
2022 Q4	$1.04M	Hold	5,770	–	–	0.51%	32
2022 Q3	$829K	Sell	5,770 -133	-2%	-$20.3K	0.32%	43
2022 Q2	$855K	Buy	5,903 +133	+2%	+$22K	0.56%	33
2022 Q1	$939K	Hold	5,770	–	–	0.52%	44
2021 Q4	$677K	Hold	5,770	–	–	0.37%	43
2021 Q3	$585K	Hold	5,770	–	–	0.33%	46
2021 Q2	$604K	Hold	5,770	–	–	0.33%	48
2021 Q1	$605K	Sell	5,770 -2,474	-30%	-$242K	0.36%	43
2020 Q4	$696K	Buy	8,244 +494	+6%	+$40K	0.34%	58
2020 Q3	$558K	Buy	7,750 +2,456	+46%	+$207K	0.33%	60
2020 Q2	$472K	Hold	5,294	–	–	0.38%	44
2020 Q1	$384K	Sell	5,294 -33	-0.6%	-$3.26K	0.42%	44
2019 Q4	$642K	Sell	5,327 -755	-12%	-$88.9K	0.57%	40
2019 Q3	$721K	Sell	6,082 -11	-0.2%	-$1.34K	0.6%	44
2019 Q2	$758K	Sell	6,093 -1,662	-21%	-$201K	0.68%	44
2019 Q1	$955K	Sell	7,755 -73	-0.9%	-$8.64K	0.75%	35
2018 Q4	$852K	Buy	+7,828	New	+$907K	0.72%	34

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Beirne Wealth Consulting Services's CVX Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $29.2K and leaving 5,991 shares worth $993K. The position accounts for 0.2% of the portfolio, ranked #46.

Beirne Wealth Consulting Services first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.28M in Q3 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Beirne Wealth Consulting Services held 5,991 shares of Chevron worth $993K as of Q2 2026.
Beirne Wealth Consulting Services sold 157 Chevron shares in Q2 2026, an estimated $29.2K.
Chevron made up 0.2% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #46 holding.
Beirne Wealth Consulting Services first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
Beirne Wealth Consulting Services's Chevron position peaked at $1.28M in Q3 2025.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.