BBWA
Bell & Brown Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
29,412
+555
| +2% | +$79.5K | 1.51% | 27 |
|
|
2025
Q1 | $4.83M | Buy |
28,857
+703
| +2% | +$118K | 1.88% | 22 |
|
|
2024
Q4 | $4.08M | Buy |
28,154
+1,270
| +5% | +$184K | 1.52% | 27 |
|
|
2024
Q3 | $3.96M | Buy |
26,884
+555
| +2% | +$81.7K | 1.55% | 27 |
|
|
2024
Q2 | $4.12M | Buy |
26,329
+1,287
| +5% | +$201K | 1.58% | 21 |
|
|
2024
Q1 | $3.95M | Buy |
25,042
+67
| +0.3% | +$10.6K | 1.69% | 23 |
|
|
2023
Q4 | $3.73M | Buy |
+24,975
| New | +$3.73M | 1.73% | 22 |
|
|
2023
Q2 | $3.83M | Buy |
24,318
+671
| +3% | +$106K | 1.91% | 20 |
|
|
2023
Q1 | $3.86M | Sell |
23,647
-158
| -0.7% | -$25.8K | 2.06% | 20 |
|
|
2022
Q4 | $4.27M | Sell |
23,805
-488
| -2% | -$87.6K | 2.35% | 13 |
|
|
2022
Q3 | $3.49M | Sell |
24,293
-280
| -1% | -$40.2K | 2.15% | 18 |
|
|
2022
Q2 | $3.56M | Sell |
24,573
-399
| -2% | -$57.8K | 1.9% | 22 |
|
|
2022
Q1 | $4.07M | Sell |
24,972
-959
| -4% | -$156K | 1.84% | 22 |
|
|
2021
Q4 | $3.57M | Buy |
25,931
+474
| +2% | +$65.2K | 1.72% | 23 |
|
|
2021
Q3 | $2.58M | Buy |
+25,457
| New | +$2.58M | 1.39% | 31 |
|
|
2020
Q3 | $1.36M | Buy |
19,126
+747
| +4% | +$53.2K | 0.98% | 39 |
|
|
2020
Q2 | $1.61M | Buy |
18,379
+833
| +5% | +$73.2K | 1.26% | 31 |
|
|
2020
Q1 | $1.64M | Buy |
17,546
+47
| +0.3% | +$4.4K | 1.52% | 25 |
|
|
2019
Q4 | $2.03M | Buy |
17,499
+186
| +1% | +$21.5K | 1.51% | 26 |
|
|
2019
Q3 | $2.01M | Buy |
17,313
+233
| +1% | +$27.1K | 1.65% | 23 |
|
|
2019
Q2 | $2.13M | Buy |
17,080
+62
| +0.4% | +$7.71K | 1.87% | 19 |
|
|
2019
Q1 | $2.1M | Buy |
17,018
+587
| +4% | +$72.3K | 1.91% | 17 |
|
|
2018
Q4 | $1.79M | Buy |
16,431
+519
| +3% | +$56.5K | 1.91% | 20 |
|
|
2018
Q3 | $1.78M | Buy |
15,912
+704
| +5% | +$78.6K | 1.65% | 24 |
|
|
2018
Q2 | $1.92M | Buy |
15,208
+925
| +6% | +$117K | 1.9% | 15 |
|
|
2018
Q1 | $1.77M | Sell |
14,283
-654
| -4% | -$80.9K | 1.86% | 11 |
|
|
2017
Q4 | $1.87M | Buy |
+14,937
| New | +$1.87M | 1.94% | 11 |
|