Chevron Corporation shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.5k | 155.29 |
| 2025-06-30 | $1.3M | 9.0k | 143.19 |
| 2025-03-31 | $225k | 1.3k | 167.24 |
| 2022-06-30 | $308k | 2.1k | 144.67 |
| 2022-03-31 | $321k | 2.0k | 162.94 |
| 2021-12-31 | $231k | 2.0k | 117.38 |
| 2021-06-30 | $217k | 2.1k | 104.88 |
| 2021-03-31 | $217k | 2.1k | 104.88 |
| 2019-12-31 | $367k | 3.0k | 120.45 |