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Beacon Pointe Advisors, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 586,022 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 586,022 shares
    Change vs previous 13F -26,914 shares

    0.45% of the 13F portfolio, value $97,139,034.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 612,936 shares
    Change vs previous 13F +90,644 shares

    0.67% of the 13F portfolio, value $126,816,510.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 522,292 shares
    Change vs previous 13F +50,882 shares

    0.56% of the 13F portfolio, value $79,602,466.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 471,410 shares
    Change vs previous 13F +18,372 shares

    0.62% of the 13F portfolio, value $73,205,200.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 453,038 shares
    Change vs previous 13F +41,073 shares

    0.68% of the 13F portfolio, value $64,870,581.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 411,965 shares
    Change vs previous 13F -6,329 shares

    0.78% of the 13F portfolio, value $68,917,568.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 418,294 shares
    Change vs previous 13F -5,257 shares

    0.67% of the 13F portfolio, value $60,585,722.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 423,551 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $62,376,352.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).