Beam Wealth Advisors, Inc. Chevron Corp Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 14,221 shares of CVX stock, worth $1.95 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

14,221

Previous 14,975 5.04%

Holding current value

$1.95 Million

Previous $2.17 Million 9.73%

% of portfolio

0.82%

Previous 0.71%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$146.71 - $167.97 $110,619 - $126,649	-754 Reduced 5.04%	14,221 $2.38 Million
Q4 2024 Feb 06, 2025	BUY	$141.15 - $162.53 $137,056 - $157,816	971 Added 6.93%	14,975 $2.17 Million
Q3 2024 Nov 04, 2024	BUY	$137.88 - $161.97 $4,825 - $5,668	35 Added 0.25%	14,004 $2.06 Million
Q2 2024 Aug 07, 2024	BUY	$152.57 - $166.33 $893,297 - $973,862	5,855 Added 72.16%	13,969 $2.19 Million
Q1 2024 Apr 30, 2024	BUY	$141.82 - $157.74 $6,807 - $7,571	48 Added 0.6%	8,114 $1.28 Million
Q4 2023 Jan 30, 2024	SELL	$141.77 - $169.1 $109,871 - $131,052	-775 Reduced 8.77%	8,066 $1.2 Million
Q3 2023 Oct 26, 2023	BUY	$152.88 - $171.04 $79,956 - $89,453	523 Added 6.29%	8,841 $1.49 Million
Q2 2023 Jul 26, 2023	BUY	$150.62 - $172.44 $101,367 - $116,052	673 Added 8.8%	8,318 $1.31 Million
Q1 2023 Apr 26, 2023	SELL	$152.34 - $187.79 $914 - $1,126	-6 Reduced 0.08%	7,645 $1.25 Million
Q4 2022 Jan 20, 2023	BUY	$151.73 - $188.05 $202,256 - $250,670	1,333 Added 21.1%	7,651 $0
Q3 2022 Oct 20, 2022	BUY	$135.94 - $164.63 $80,340 - $97,296	591 Added 10.32%	6,318 $908,000
Q2 2022 Aug 01, 2022	BUY	$142.43 - $181.13 $11,251 - $14,309	79 Added 1.4%	5,727 $829,000
Q1 2022 Apr 26, 2022	SELL	$119.26 - $170.9 $37,924 - $54,346	-318 Reduced 5.33%	5,648 $920,000
Q4 2021 Jan 14, 2022	BUY	$104.33 - $118.79 $46,218 - $52,623	443 Added 8.02%	5,966 $700,000
Q3 2021 Oct 14, 2021	BUY	$94.29 - $106.21 $17,160 - $19,330	182 Added 3.41%	5,523 $560,000
Q2 2021 Jul 13, 2021	BUY	$100.95 - $110.81 $201,294 - $220,955	1,994 Added 59.58%	5,341 $559,000
Q1 2021 May 17, 2021	SELL	$84.71 - $111.56 $18,466 - $24,320	-218 Reduced 6.12%	3,347 $351,000
Q4 2020 Jan 26, 2021	SELL	$66.88 - $95.62 $201,776 - $288,485	-3,017 Reduced 45.84%	3,565 $301,000
Q3 2020 Oct 07, 2020	BUY	$71.8 - $91.39 $165,283 - $210,379	2,302 Added 53.79%	6,582 $474,000
Q2 2020 Jul 07, 2020	SELL	$68.56 - $103.24 $10,146 - $15,279	-148 Reduced 3.34%	4,280 $379,000
Q1 2020 Apr 08, 2020	SELL	$54.22 - $121.43 $13,283 - $29,750	-245 Reduced 5.24%	4,428 $321,000
Q4 2019 Feb 14, 2020	BUY	$111.71 - $122.28 $522,020 - $571,414	4,673 New	4,673 $563,000

Others Institutions Holding CVX

# of Institutions

4,289

Shares Held

1.33B

Call Options Held

26.3M

Put Options Held

20.7M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $268B
Description
Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...

More about CVX

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Beam Wealth Advisors, Inc. Chevron Corp Transaction History