Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CVX holding history

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

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
586,022
Value
$97.1M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of CVX by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026586,022$97.1M0.5%−26,914−4.4%ReducedHolders
Q1 2026612,936$126.8M0.7%+90,644+17.4%AddedHolders
Q4 2025522,292$79.6M0.6%+50,882+10.8%AddedHolders
Q3 2025471,410$73.2M0.6%+18,372+4.1%AddedHolders
Q2 2025453,038$64.9M0.7%+41,073+10.0%AddedHolders
Q1 2025411,965$68.9M0.8%−6,329−1.5%ReducedHolders
Q4 2024418,294$60.6M0.7%−5,257−1.2%ReducedHolders
Q3 2024423,551$62.4M0.7%−6,171−1.4%ReducedHolders
Q2 2024429,722$67.2M0.8%−20,688−4.6%ReducedHolders
Q1 2024450,410$71.0M0.8%−8,169−1.8%ReducedHolders
Q4 2023458,579$68.4M0.8%−9,921−2.1%ReducedHolders
Q3 2023468,500$79.0M1.0%+307,326+190.7%AddedHolders
Q2 2023161,174$25.4M0.4%−17,882−10.0%ReducedHolders
Q1 2023179,056$29.2M0.5%+41,140+29.8%AddedHolders
Q4 2022137,916$24.8M0.5%+18,687+15.7%AddedHolders
Q3 2022119,229$17.1M0.4%−9,045−7.1%ReducedHolders
Q2 2022128,274$18.6M0.4%−81,067−38.7%ReducedHolders
Q1 2022209,341$34.1M0.5%+94,508+82.3%AddedHolders
Q4 2021114,833$13.5M0.4%−1,111−1.0%ReducedHolders
Q3 2021115,944$11.8M0.3%+15,936+15.9%AddedHolders
Q2 2021100,008$10.5M0.4%+39,172+64.4%AddedHolders
Q1 202160,836$6.37M0.4%––Holders

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