Bell Bank’s Chevron CVX Stock Holding History

Bell Bank’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	$14M	Buy	84,267 +1,822	+2%	+$339K	0.53%	25
2026 Q1	$17.1M	Sell	82,445 -678	-0.8%	-$124K	0.72%	15
2025 Q4	$12.7M	Buy	83,123 +1,823	+2%	+$278K	0.54%	24
2025 Q3	$12.6M	Buy	81,300 +6,040	+8%	+$935K	0.55%	23
2025 Q2	$10.8M	Buy	75,260 +20,243	+37%	+$2.85M	0.5%	25
2025 Q1	$9.2M	Buy	55,017 +2,166	+4%	+$339K	0.5%	33
2024 Q4	$7.65M	Buy	52,851 +7,661	+17%	+$1.17M	0.57%	33
2024 Q3	$6.66M	Sell	45,190 -5,767	-11%	-$858K	0.79%	37
2024 Q2	$7.97M	Buy	50,957 +44,122	+646%	+$7.04M	0.67%	28
2024 Q1	$1.08M	Buy	6,835 +1,596	+30%	+$241K	0.09%	93
2023 Q4	$781K	Buy	5,239 +239	+5%	+$36.1K	0.08%	107
2023 Q3	$843K	Buy	5,000 +220	+5%	+$35.5K	0.09%	97
2023 Q2	$752K	Buy	4,780 +700	+17%	+$112K	0.08%	106
2023 Q1	$666K	Sell	4,080 -23	-0.6%	-$3.86K	0.07%	118
2022 Q4	$736K	Sell	4,103 -382	-9%	-$66.7K	0.09%	109
2022 Q3	$644K	Sell	4,485 -689	-13%	-$105K	0.08%	112
2022 Q2	$749K	Buy	5,174 +2,386	+86%	+$394K	0.09%	112
2022 Q1	$454K	Buy	2,788 +300	+12%	+$43K	0.05%	131
2021 Q4	$292K	Hold	2,488	–	–	0.03%	153
2021 Q3	$252K	Sell	2,488 -45	-2%	-$4.49K	0.03%	156
2021 Q2	$265K	Sell	2,533 -5	-0.2%	-$528	0.04%	155
2021 Q1	$266K	Sell	2,538 -538	-17%	-$52.5K	0.04%	150
2020 Q4	$260K	Sell	3,076 -134	-4%	-$10.8K	0.04%	146
2020 Q3	$231K	Sell	3,210 -1,868	-37%	-$157K	0.04%	137
2020 Q2	$453K	Hold	5,078	–	–	0.08%	113
2020 Q1	$368K	Sell	5,078 -70	-1%	-$6.92K	0.08%	112
2019 Q4	$620K	Hold	5,148	–	–	0.11%	95
2019 Q3	$611K	Sell	5,148 -32	-0.6%	-$3.89K	0.12%	95
2019 Q2	$645K	Sell	5,180 -26	-0.5%	-$3.14K	0.15%	83
2019 Q1	$641K	Sell	5,206 -270	-5%	-$31.9K	0.17%	83
2018 Q4	$596K	Buy	5,476 +135	+3%	+$15.6K	0.18%	81
2018 Q3	$653K	Sell	5,341 -24	-0.4%	-$2.91K	0.2%	84
2018 Q2	$678K	Buy	5,365 +708	+15%	+$87.9K	0.21%	78
2018 Q1	$531K	Hold	4,657	–	–	0.17%	83
2017 Q4	$583K	Buy	4,657 +149	+3%	+$17.7K	0.16%	72
2017 Q3	$530K	Buy	4,508 +10	+0.2%	+$1.09K	0.15%	69
2017 Q2	$469K	Sell	4,498 -51	-1%	-$5.4K	0.17%	75
2017 Q1	$488K	Sell	4,549 -8	-0.2%	-$897	0.18%	72
2016 Q4	$536K	Hold	4,557	–	–	0.21%	64
2016 Q3	$469K	Buy	4,557 +95	+2%	+$9.7K	0.3%	63
2016 Q2	$468K	Hold	4,462	–	–	0.27%	66
2016 Q1	$426K	Sell	4,462 -35	-0.8%	-$3.06K	0.28%	65
2015 Q4	$405K	Sell	4,497 -6,518	-59%	-$588K	0.29%	75
2015 Q3	$869K	Buy	11,015 +585	+6%	+$49.2K	0.69%	63
2015 Q2	$1.01M	Sell	10,430 -278	-3%	-$29.2K	0.75%	41
2015 Q1	$1.12M	Buy	10,708 +5,623	+111%	+$600K	0.79%	37
2014 Q4	$570K	Sell	5,085 -111	-2%	-$12.6K	0.39%	100
2014 Q3	$620K	Buy	5,196 +45	+0.9%	+$5.74K	0.44%	97
2014 Q2	$672K	Buy	5,151 +141	+3%	+$17.5K	0.47%	96
2014 Q1	$596K	Buy	5,010 +158	+3%	+$18.4K	0.4%	119
2013 Q4	$606K	Sell	4,852 -80	-2%	-$9.67K	0.31%	141
2013 Q3	$599K	Buy	4,932 +5	+0.1%	+$615	0.21%	169
2013 Q2	$583K	Buy	+4,927	New	+$595K	0.2%	170

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Bell Bank's CVX Position: Q2 2026 in Review

Bell Bank increased its Chevron (CVX) stake by 2.2% in Q2 2026, buying an estimated $339K and bringing the position to 84,267 shares worth $14M. The position accounts for 0.53% of the portfolio, ranked #25.

Bell Bank first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Bell Bank held 84,267 shares of Chevron worth $14M as of Q2 2026.
Bell Bank bought 1,822 Chevron shares in Q2 2026, an estimated $339K.
Chevron made up 0.53% of Bell Bank's portfolio in Q2 2026, its #25 holding.
Bell Bank first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Bell Bank's Chevron position peaked at $17.1M in Q1 2026.
772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.