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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.8M	Buy	75,260 +20,243	+37%	+$2.9M	0.5%	25
2025 Q1	$9.2M	Buy	55,017 +2,166	+4%	+$362K	0.5%	33
2024 Q4	$7.65M	Buy	52,851 +7,661	+17%	+$1.11M	0.57%	33
2024 Q3	$6.66M	Sell	45,190 -5,767	-11%	-$849K	0.79%	37
2024 Q2	$7.97M	Buy	50,957 +44,122	+646%	+$6.9M	0.67%	28
2024 Q1	$1.08M	Buy	6,835 +1,596	+30%	+$252K	0.09%	93
2023 Q4	$781K	Buy	5,239 +239	+5%	+$35.6K	0.08%	107
2023 Q3	$843K	Buy	5,000 +220	+5%	+$37.1K	0.09%	97
2023 Q2	$752K	Buy	4,780 +700	+17%	+$110K	0.08%	106
2023 Q1	$666K	Sell	4,080 -23	-0.6%	-$3.75K	0.07%	118
2022 Q4	$736K	Sell	4,103 -382	-9%	-$68.6K	0.09%	109
2022 Q3	$644K	Sell	4,485 -689	-13%	-$98.9K	0.08%	112
2022 Q2	$749K	Buy	5,174 +2,386	+86%	+$345K	0.09%	112
2022 Q1	$454K	Buy	2,788 +300	+12%	+$48.9K	0.05%	131
2021 Q4	$292K	Hold	2,488	–	–	0.03%	153
2021 Q3	$252K	Sell	2,488 -45	-2%	-$4.56K	0.03%	156
2021 Q2	$265K	Sell	2,533 -5	-0.2%	-$523	0.04%	155
2021 Q1	$266K	Sell	2,538 -538	-17%	-$56.4K	0.04%	150
2020 Q4	$260K	Sell	3,076 -134	-4%	-$11.3K	0.04%	146
2020 Q3	$231K	Sell	3,210 -1,868	-37%	-$134K	0.04%	137
2020 Q2	$453K	Hold	5,078	–	–	0.08%	113
2020 Q1	$368K	Sell	5,078 -70	-1%	-$5.07K	0.08%	112
2019 Q4	$620K	Hold	5,148	–	–	0.11%	95
2019 Q3	$611K	Sell	5,148 -32	-0.6%	-$3.8K	0.12%	95
2019 Q2	$645K	Sell	5,180 -26	-0.5%	-$3.24K	0.15%	83
2019 Q1	$641K	Sell	5,206 -270	-5%	-$33.2K	0.17%	83
2018 Q4	$596K	Buy	5,476 +135	+3%	+$14.7K	0.18%	81
2018 Q3	$653K	Sell	5,341 -24	-0.4%	-$2.93K	0.2%	84
2018 Q2	$678K	Buy	5,365 +708	+15%	+$89.5K	0.21%	78
2018 Q1	$531K	Hold	4,657	–	–	0.17%	83
2017 Q4	$583K	Buy	4,657 +149	+3%	+$18.7K	0.16%	72
2017 Q3	$530K	Buy	4,508 +10	+0.2%	+$1.18K	0.15%	69
2017 Q2	$469K	Sell	4,498 -51	-1%	-$5.32K	0.17%	75
2017 Q1	$488K	Sell	4,549 -8	-0.2%	-$858	0.18%	72
2016 Q4	$536K	Hold	4,557	–	–	0.21%	64
2016 Q3	$469K	Buy	4,557 +95	+2%	+$9.78K	0.3%	63
2016 Q2	$468K	Hold	4,462	–	–	0.27%	66
2016 Q1	$426K	Sell	4,462 -35	-0.8%	-$3.34K	0.28%	65
2015 Q4	$405K	Sell	4,497 -6,518	-59%	-$587K	0.29%	75
2015 Q3	$869K	Buy	11,015 +585	+6%	+$46.2K	0.69%	63
2015 Q2	$1.01M	Sell	10,430 -278	-3%	-$26.8K	0.75%	41
2015 Q1	$1.12M	Buy	10,708 +5,623	+111%	+$590K	0.79%	37
2014 Q4	$570K	Sell	5,085 -111	-2%	-$12.4K	0.39%	100
2014 Q3	$620K	Buy	5,196 +45	+0.9%	+$5.37K	0.44%	97
2014 Q2	$672K	Buy	5,151 +141	+3%	+$18.4K	0.47%	96
2014 Q1	$596K	Buy	5,010 +158	+3%	+$18.8K	0.4%	119
2013 Q4	$606K	Sell	4,852 -80	-2%	-$9.99K	0.31%	141
2013 Q3	$599K	Buy	4,932 +5	+0.1%	+$607	0.21%	169
2013 Q2	$583K	Buy	+4,927	New	+$583K	0.2%	170