SEC 13F Intelligence

Beacon Pointe Advisors, LLC / CHV

Beacon Pointe Advisors, LLC’s Chevron Corporation Position

Does Beacon Pointe Advisors, LLC own Chevron Corporation (CHV)? Yes612.9K shares worth $127M (+0.67% of its 13F portfolio) as of Q1 2026, up from 522.3K shares the prior filed quarter.

Position Value
$127M
Q1 2026
Shares
612.9K
% of Portfolio
+0.67%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $821,000Q4 ’19: $1MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $2MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $10MQ3 ’21: $12MQ4 ’21: $13MQ4 ’21Q1 ’22: $34MQ2 ’22: $19MQ3 ’22: $17MQ4 ’22: $25MQ4 ’22Q1 ’23: $29MQ2 ’23: $25MQ3 ’23: $79MQ4 ’23: $68MQ4 ’23Q1 ’24: $71MQ2 ’24: $67MQ3 ’24: $62MQ4 ’24: $61MQ4 ’24Q1 ’25: $69MQ2 ’25: $65MQ3 ’25: $73MQ4 ’25: $80MQ4 ’25Q1 ’26: $127Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026612.9K$127M+0.67%
Q4 2025522.3K$80M+0.56%
Q3 2025471.4K$73M+0.62%
Q2 2025453.0K$65M+0.68%
Q1 2025412.0K$69M+0.77%
Q4 2024418.3K$61M+0.67%
Q3 2024423.6K$62M+0.72%
Q2 2024429.7K$67M+0.79%
Q1 2024450.4K$71M+0.79%
Q4 2023458.6K$68M+0.82%
Q3 2023468.5K$79M+0.98%
Q2 2023161.2K$25M+0.41%
Q1 2023179.1K$29M+0.50%
Q4 2022137.9K$25M+0.48%
Q3 2022119.2K$17M+0.38%
Q2 2022128.3K$19M+0.39%
Q1 2022209.3K$34M+0.47%
Q4 2021114.8K$13M+0.35%
Q3 2021115.9K$12M+0.29%
Q2 2021100.0K$10M+0.37%
Q1 202160.8K$6M+0.39%
Q4 202069.1K$6M+0.40%
Q3 202024.5K$2M+0.17%
Q2 202030.3K$3M+0.27%
Q1 202020.9K$2M+0.24%
Q4 20199.3K$1M+0.35%
Q3 20196.9K$821,000+0.35%
Q2 201911.5K$1M+0.52%
Q1 201910.8K$1M+0.50%
Q4 201810.4K$1M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Pointe Advisors, LLC’s full portfolio or all institutional holders of CHV.