Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 11,171
Value: $1.85M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,171	$1.85M	0.2%	−85−0.8%	Reduced	Holders
Q1 2026	11,256	$2.33M	0.2%	+96+0.9%	Added	Holders
Q4 2025	11,160	$1.70M	0.2%	−300−2.6%	Reduced	Holders
Q3 2025	11,460	$1.78M	0.2%	−1,711−13.0%	Reduced	Holders
Q2 2025	13,171	$1.89M	0.2%	−1,758−11.8%	Reduced	Holders
Q1 2025	14,929	$2.50M	0.3%	−1,361−8.4%	Reduced	Holders
Q4 2024	16,290	$2.36M	0.3%	−922−5.4%	Reduced	Holders
Q3 2024	17,212	$2.53M	0.3%	−428−2.4%	Reduced	Holders
Q2 2024	17,640	$2.76M	0.3%	−220−1.2%	Reduced	Holders
Q1 2024	17,860	$2.82M	0.3%	−327−1.8%	Reduced	Holders
Q4 2023	18,187	$2.71M	0.3%	+531+3.0%	Added	Holders
Q3 2023	17,656	$2.84M	0.4%	+6,550+59.0%	Added	Holders
Q2 2023	11,106	$1.74M	0.2%	+157+1.4%	Added	Holders
Q1 2023	10,949	$1.84M	0.3%	+16+0.1%	Added	Holders
Q4 2022	10,933	$1.96M	0.3%	+3,917+55.8%	Added	Holders
Q3 2022	7,016	$1.01M	0.2%	−129−1.8%	Reduced	Holders
Q2 2022	7,145	$1.04M	0.2%	+90+1.3%	Added	Holders
Q1 2022	7,055	$1.17M	0.2%	−4,217−37.4%	Reduced	Holders
Q4 2021	11,272	$1.34M	0.2%	−3,984−26.1%	Reduced	Holders
Q3 2021	15,256	$1.12M	0.2%	+4,476+41.5%	Added	Holders
Q2 2021	10,780	$1.04M	0.1%	−284−2.6%	Reduced	Holders
Q1 2021	11,064	$1.06M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.