BWA
CVX icon

Beam Wealth Advisors’s Chevron CVX Stock Holding History

Beam Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
14,906
+52
+0.4% +$9.68K 0.54% 45
2026
Q1 		$3.07M Sell
14,854
-1,106
-7% -$202K 0.77% 35
2025
Q4 		$2.43M Sell
15,960
-195
-1% -$29.7K 0.67% 42
2025
Q3 		$2.51M Sell
16,155
-889
-5% -$138K 0.68% 43
2025
Q2 		$2.44M Buy
17,044
+2,823
+20% +$398K 0.73% 38
2025
Q1 		$2.38M Sell
14,221
-754
-5% -$118K 0.8% 32
2024
Q4 		$2.17M Buy
14,975
+971
+7% +$149K 0.69% 38
2024
Q3 		$2.06M Buy
14,004
+35
+0.3% +$5.21K 0.63% 35
2024
Q2 		$2.18M Buy
13,969
+5,855
+72% +$934K 0.73% 33
2024
Q1 		$1.28M Buy
8,114
+48
+0.6% +$7.24K 0.77% 32
2023
Q4 		$1.2M Sell
8,066
-775
-9% -$117K 0.76% 33
2023
Q3 		$1.49M Buy
8,841
+523
+6% +$84.5K 1.06% 23
2023
Q2 		$1.31M Buy
8,318
+673
+9% +$108K 0.91% 28
2023
Q1 		$1.25M Sell
7,645
-6
-0.1% -$1.01K 1.25% 28
2022
Q4 		$1.37M Buy
7,651
+1,333
+21% +$233K 1.43% 23
2022
Q3 		$908K Buy
6,318
+591
+10% +$90.1K 1.01% 39
2022
Q2 		$829K Buy
5,727
+79
+1% +$13.1K 0.92% 37
2022
Q1 		$920K Sell
5,648
-318
-5% -$45.6K 1.06% 31
2021
Q4 		$700K Buy
5,966
+443
+8% +$50.3K 0.8% 42
2021
Q3 		$560K Buy
5,523
+182
+3% +$18.2K 0.48% 69
2021
Q2 		$559K Buy
5,341
+1,994
+60% +$210K 0.48% 68
2021
Q1 		$351K Sell
3,347
-218
-6% -$21.3K 0.31% 89
2020
Q4 		$301K Sell
3,565
-3,017
-46% -$244K 0.28% 88
2020
Q3 		$474K Buy
6,582
+2,302
+54% +$194K 0.44% 72
2020
Q2 		$379K Sell
4,280
-148
-3% -$13.3K 0.38% 80
2020
Q1 		$321K Sell
4,428
-245
-5% -$24.2K 0.32% 99
2019
Q4 		$563K Buy
+4,673
New +$550K 0.52% 60

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Beam Wealth Advisors's CVX Position: Q2 2026 in Review

Beam Wealth Advisors increased its Chevron (CVX) stake by 0.35% in Q2 2026, buying an estimated $9.68K and bringing the position to 14,906 shares worth $2.47M. The position accounts for 0.54% of the portfolio, ranked #45.

Beam Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.07M in Q1 2026. 1,948 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Beam Wealth Advisors held 14,906 shares of Chevron worth $2.47M as of Q2 2026.
  • Beam Wealth Advisors bought 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 0.54% of Beam Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Beam Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's Chevron position peaked at $3.07M in Q1 2026.
  • 1,948 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.