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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

CVX holding history

Chevron Corp in every 13F filed by Beverly Hills Private Wealth, 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)
15,165
Value
$2.51M
% of portfolio
0.5%
Quarters held
15
Since Q4 2022
Holdings of CVX by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,165$2.51M0.5%−12,933−46.0%ReducedHolders
Q1 202628,098$5.81M1.0%+3,349+13.5%AddedHolders
Q4 202524,749$3.77M0.6%−69−0.3%ReducedHolders
Q3 202524,818$3.85M0.7%−670−2.6%ReducedHolders
Q2 202525,488$3.65M0.7%−525−2.0%ReducedHolders
Q1 202526,013$4.35M0.9%+85+0.3%AddedHolders
Q4 202425,928$3.76M0.8%−942−3.5%ReducedHolders
Q3 202426,870$3.96M0.8%−5,116−16.0%ReducedHolders
Q2 202431,986$5.00M1.1%−664−2.0%ReducedHolders
Q1 202432,650$5.15M1.2%−1,924−5.6%ReducedHolders
Q4 202334,574$5.16M1.3%−1,229−3.4%ReducedHolders
Q3 202335,803$6.04M1.8%−30,126−45.7%ReducedHolders
Q2 202365,929$10.5M1.7%+30,573+86.5%AddedHolders
Q1 202335,356$5.77M1.8%+6,528+22.6%AddedHolders
Q4 202228,828$5.17M2.3%–No prior filingHolders