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BEAM WEALTH ADVISORS, INC.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on CVX, newest first. How the timeline and the estimate are built.

BEAM WEALTH ADVISORS, INC. held 14,906 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,906 shares
    Change vs previous 13F +52 shares

    0.54% of the 13F portfolio, value $2,470,893.

    13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,854 shares
    Change vs previous 13F -1,106 shares

    0.76% of the 13F portfolio, value $3,073,191.

    13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,960 shares
    Change vs previous 13F -195 shares

    0.67% of the 13F portfolio, value $2,432,450.

    13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,155 shares
    Change vs previous 13F -889 shares

    0.68% of the 13F portfolio, value $2,508,761.

    13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,044 shares
    Change vs previous 13F +2,823 shares

    0.73% of the 13F portfolio, value $2,440,495.

    13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,221 shares
    Change vs previous 13F -754 shares

    0.8% of the 13F portfolio, value $2,378,975.

    13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,975 shares
    Change vs previous 13F +971 shares

    0.69% of the 13F portfolio, value $2,168,932.

    13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,004 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,062,267.

    13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).