Beta Wealth Group, Inc.

SEC CIK: 0001594417
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Beta Wealth Group, Inc., 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 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2022

Holdings of CVX by Beta Wealth Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−3,100−100.0%	Sold out	Holders
Q1 2022	3,100	$455.0K	0.3%	+3,100	New	Holders