BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in CVX — Chevron Corp

CIK 1654599 MORRISTOWN, NJ

Position in CVX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$17,242,852

-$5,954,982 QoQ

Shares Held

104,023

-7.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#540

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Energy · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $17,496,752 across 6 Oil & Gas Integrated names. CVX ranks #1 (98.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	104,023	$17,242,852
2	NFG	National Fuel Gas Co	1,600	$123,536
3	SHEL	Shell plc	1,145	$88,783
4	SU	Suncor Energy Inc	500	$26,840
5	BP	Bp PLC	319	$11,787
6	TTE	TotalEnergies SE	38	$2,954

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,242,852	104,023	-7.2%	Shares	Sole	2026-07-08
2026-03-31	$23,197,834	112,121	+1910.1%	Shares	Sole	2026-04-14
2025-12-31	$850,142	5,578	-35.4%	Shares	Sole	2026-01-16
2025-09-30	$1,341,860	8,641	-83.6%	Shares	Sole	2025-10-16
2025-06-30	$7,560,718	52,802	+6.4%	Shares	Sole	2025-07-15
2025-03-31	$8,298,085	49,603	+8.5%	Shares	Sole	2025-05-06
2024-12-31	$6,619,767	45,704	-6.8%	Shares	Sole	2025-01-17
2024-09-30	$7,223,740	49,051	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$7,475,468	47,791	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$7,548,174	47,852	+2.2%	Shares	Sole	2024-05-09
2023-12-31	$6,985,013	46,829	+5.2%	Shares	Sole	2024-02-12
2023-09-30	$7,507,636	44,524	+10.3%	Shares	Sole	2023-10-31
2023-06-30	$6,349,229	40,351	-0.2%	Shares	Sole	2023-07-21
2023-03-31	$6,600,148	40,452	-0.1%	Shares	Sole	2023-05-04
2022-12-31	$7,266,473	40,484	-0.2%	Shares	Sole	2023-01-13
2022-09-30	$5,825,962	40,551	+0.9%	Shares	Sole	2022-10-20
2022-06-30	$5,821,459	40,209	+3.3%	Shares	Sole	2022-07-21
2022-03-31	$6,339,297	38,932	+5.2%	Shares	Sole	2022-05-12
2021-12-31	$4,341,597	36,997	+1.1%	Shares	Sole	2022-02-04
2021-09-30	$3,711,243	36,582	+3.2%	Shares	Sole	2021-11-09
2021-06-30	$3,713,661	35,456	+0.6%	Shares	Sole	2021-08-02
2021-03-31	$3,692,380	35,236	+7.7%	Shares	Sole	2021-05-21
2020-12-31	$2,763,626	32,725	-12.3%	Shares	Sole	2021-02-08
2020-09-30	$2,686,464	37,312	-2.7%	Shares	Sole	2020-10-29
2020-06-30	$3,422,862	38,360	-1.8%	Shares	Sole	2020-07-28
2020-03-31	$2,830,070	39,057	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.