Bell & Brown Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.08M | Buy |
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|
2024
Q3 | $3.96M | Buy |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $3.73M | Buy |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.86M | Sell |
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|
2022
Q4 | $4.27M | Sell |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $2.58M | Buy |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $2.03M | Buy |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $2.13M | Buy |
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|
2019
Q1 | $2.1M | Buy |
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|
2018
Q4 | $1.79M | Buy |
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|
2018
Q3 | $1.78M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.77M | Sell |
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|
2017
Q4 | $1.87M | Buy |
|