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Beverly Hills Private Wealth’s Chevron CVX Stock Holding History

Beverly Hills Private Wealth’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 		$2.51M Sell
15,165
-12,933
-46% -$2.41M 0.48% 60
2026
Q1 		$5.81M Buy
28,098
+3,349
+14% +$611K 0.97% 25
2025
Q4 		$3.77M Sell
24,749
-69
-0.3% -$10.5K 0.65% 42
2025
Q3 		$3.85M Sell
24,818
-670
-3% -$104K 0.68% 37
2025
Q2 		$3.65M Sell
25,488
-525
-2% -$74K 0.68% 36
2025
Q1 		$4.35M Buy
26,013
+85
+0.3% +$13.3K 0.86% 25
2024
Q4 		$3.76M Sell
25,928
-942
-4% -$144K 0.76% 29
2024
Q3 		$3.96M Sell
26,870
-5,116
-16% -$761K 0.8% 27
2024
Q2 		$5M Sell
31,986
-664
-2% -$106K 1.09% 15
2024
Q1 		$5.15M Sell
32,650
-1,924
-6% -$290K 1.19% 12
2023
Q4 		$5.16M Sell
34,574
-1,229
-3% -$186K 1.35% 11
2023
Q3 		$6.04M Sell
35,803
-30,126
-46% -$4.87M 1.8% 5
2023
Q2 		$10.5M Buy
65,929
+30,573
+86% +$4.9M 1.73% 6
2023
Q1 		$5.77M Buy
35,356
+6,528
+23% +$1.09M 1.79% 6
2022
Q4 		$5.17M Buy
+28,828
New +$5.03M 2.26% 3

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

Beverly Hills Private Wealth's CVX Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Chevron (CVX) stake by 46% in Q2 2026, selling an estimated $2.41M and leaving 15,165 shares worth $2.51M. The position accounts for 0.48% of the portfolio, ranked #60.

Beverly Hills Private Wealth first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q2 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beverly Hills Private Wealth held 15,165 shares of Chevron worth $2.51M as of Q2 2026.
  • Beverly Hills Private Wealth sold 12,933 Chevron shares in Q2 2026, an estimated $2.41M.
  • Chevron made up 0.48% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Beverly Hills Private Wealth first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Chevron position peaked at $10.5M in Q2 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.