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Bedell Frazier Investment Counselling’s Chevron CVX Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		$4.02M Sell
19,416
-328
-2% -$59.8K 0.81% 43
2025
Q4 		$3.01M Sell
19,744
-531
-3% -$80.9K 0.58% 54
2025
Q3 		$3.15M Buy
20,275
+801
+4% +$124K 0.65% 52
2025
Q2 		$2.79M Buy
19,474
+1,196
+7% +$169K 0.7% 43
2025
Q1 		$3.06M Buy
18,278
+260
+1% +$40.7K 0.78% 38
2024
Q4 		$2.61M Buy
18,018
+4,742
+36% +$726K 0.65% 40
2024
Q3 		$1.96M Buy
13,276
+466
+4% +$69.4K 0.47% 49
2024
Q2 		$2M Buy
12,810
+377
+3% +$60.1K 0.48% 49
2024
Q1 		$1.96M Sell
12,433
-2,172
-15% -$328K 0.49% 51
2023
Q4 		$2.18M Buy
14,605
+352
+2% +$53.2K 0.6% 41
2023
Q3 		$2.4M Buy
14,253
+750
+6% +$121K 0.72% 37
2023
Q2 		$2.12M Sell
13,503
-214
-2% -$34.3K 0.62% 38
2023
Q1 		$2.24M Buy
13,717
+616
+5% +$103K 0.66% 34
2022
Q4 		$2.35M Sell
13,101
-28
-0.2% -$4.89K 0.62% 38
2022
Q3 		$1.89M Buy
13,129
+1,711
+15% +$261K 0.53% 45
2022
Q2 		$1.65M Sell
11,418
-91
-0.8% -$15K 0.51% 44
2022
Q1 		$1.87M Buy
11,509
+850
+8% +$122K 0.47% 48
2021
Q4 		$1.25M Buy
10,659
+100
+0.9% +$11.4K 0.3% 54
2021
Q3 		$1.07M Buy
10,559
+1,350
+15% +$135K 0.29% 54
2021
Q2 		$965K Hold
9,209
– – 0.24% 59
2021
Q1 		$965K Buy
9,209
+493
+6% +$48.1K 0.27% 54
2020
Q4 		$736K Sell
8,716
-1,807
-17% -$146K 0.23% 56
2020
Q3 		$758K Sell
10,523
-52
-0.5% -$4.37K 0.27% 51
2020
Q2 		$944K Sell
10,575
-34,262
-76% -$3.07M 0.38% 43
2020
Q1 		$3.25M Buy
44,837
+1,675
+4% +$166K 1.52% 25
2019
Q4 		$5.12M Hold
43,162
– – 2.05% 23
2019
Q3 		$5.12M Sell
43,162
-318
-0.7% -$38.6K 2% 24
2019
Q2 		$5.41M Sell
43,480
-24,275
-36% -$2.94M 1.97% 26
2019
Q1 		$8.35M Sell
67,755
-1,295
-2% -$153K 3.29% 8
2018
Q4 		$7.51M Sell
69,050
-581
-0.8% -$67.3K 3.19% 12
2018
Q3 		$8.51M Sell
69,631
-121
-0.2% -$14.7K 2.36% 16
2018
Q2 		$8.82M Sell
69,752
-505
-0.7% -$62.7K 2.59% 14
2018
Q1 		$8.01M Buy
70,257
+1,463
+2% +$175K 2.83% 14
2017
Q4 		$8.61M Sell
68,794
-83
-0.1% -$9.84K 3.21% 14
2017
Q3 		$8.09M Sell
68,877
-808
-1% -$88.2K 3.73% 9
2017
Q2 		$7.27M Buy
69,685
+1,422
+2% +$151K 2.65% 17
2017
Q1 		$7.33M Buy
68,263
+5,134
+8% +$576K 2.78% 12
2016
Q4 		$7.43M Sell
63,129
-973
-2% -$106K 2.92% 12
2016
Q3 		$6.6M Buy
64,102
+1,181
+2% +$121K 2.73% 15
2016
Q2 		$6.6M Sell
62,921
-10,308
-14% -$1.04M 3.26% 13
2016
Q1 		$6.99M Sell
73,229
-35,015
-32% -$3.06M 3.61% 11
2015
Q4 		$9.74M Buy
108,244
+9,391
+9% +$847K 4.83% 4
2015
Q3 		$7.8M Buy
98,853
+2,560
+3% +$215K 4.51% 3
2015
Q2 		$9.29M Buy
96,293
+1,550
+2% +$163K 3.69% 5
2015
Q1 		$9.95M Buy
94,743
+7,977
+9% +$851K 4.13% 3
2014
Q4 		$9.73M Buy
86,766
+262
+0.3% +$29.8K 4.77% 3
2014
Q3 		$10.3M Buy
86,504
+458
+0.5% +$58.4K 4.82% 2
2014
Q2 		$11.2M Sell
86,046
-675
-0.8% -$84K 5.69% 2
2014
Q1 		$10.3M Sell
86,721
-178
-0.2% -$20.7K 5.78% 2
2013
Q4 		$10.9M Buy
86,899
+4,616
+6% +$558K 5.09% 2
2013
Q3 		$10M Buy
82,283
+26
+0% +$3.2K 4.8% 3
2013
Q2 		$10M Buy
+82,257
New +$9.94M 4.97% 3

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bedell Frazier Investment Counselling's CVX Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Chevron (CVX) stake by 1.7% in Q1 2026, selling an estimated $59.8K and leaving 19,416 shares worth $4.02M. The position accounts for 0.81% of the portfolio, ranked #43.

Bedell Frazier Investment Counselling first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q2 2014. 4,281 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Bedell Frazier Investment Counselling held 19,416 shares of Chevron worth $4.02M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 328 Chevron shares in Q1 2026, an estimated $59.8K.
  • Chevron made up 0.81% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #43 holding.
  • Bedell Frazier Investment Counselling first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Bedell Frazier Investment Counselling's Chevron position peaked at $11.2M in Q2 2014.
  • 4,281 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.