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Chevron Corporation shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.9M 16k 120.65
2019-09-30 $1.9M 16k 118.88
2019-06-30 $2.4M 19k 124.29
2019-03-31 $2.4M 20k 123.14
2018-12-31 $2.2M 20k 108.79

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Chevron Corporation

State Street Corporation
Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Fisher Investments
Northern Trust
Franklin Resources
Bank of New York Mellon
Invesco
T. Rowe Price Associates

View all funds holding Chevron Corporation