Beam Wealth Advisors
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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
Q3 		$2.67M Sell
13,060
-1,846
-12% -$363K 0.58% 43
2026
Q2 		$2.47M Buy
14,906
+52
+0.4% +$9.7K 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% -$13.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beam Wealth Advisors's CVX Position: Q3 2026 in Review

Beam Wealth Advisors reduced its Chevron (CVX) stake by 12% in Q3 2026, selling an estimated $363K and leaving 13,060 shares worth $2.67M. The position accounts for 0.58% of the portfolio, ranked #43.

Beam Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.07M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Beam Wealth Advisors held 13,060 shares of Chevron worth $2.67M as of Q3 2026.
  • Beam Wealth Advisors sold 1,846 Chevron shares in Q3 2026, an estimated $363K.
  • Chevron made up 0.58% of Beam Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Beam Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • Beam Wealth Advisors's Chevron position peaked at $3.07M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.