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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.37M | Buy |
30,811
+299
| +1% | +$54.5K | 2.07% | 16 |
|
|
2025
Q4 | $4.65M | Buy |
30,512
+944
| +3% | +$144K | 1.5% | 27 |
|
|
2025
Q3 | $4.59M | Buy |
29,568
+156
| +0.5% | +$24.2K | 1.5% | 27 |
|
|
2025
Q2 | $4.21M | Buy |
29,412
+555
| +2% | +$78.2K | 1.51% | 27 |
|
|
2025
Q1 | $4.83M | Buy |
28,857
+703
| +2% | +$110K | 1.88% | 22 |
|
|
2024
Q4 | $4.08M | Buy |
28,154
+1,270
| +5% | +$194K | 1.52% | 27 |
|
|
2024
Q3 | $3.96M | Buy |
26,884
+555
| +2% | +$82.6K | 1.55% | 27 |
|
|
2024
Q2 | $4.12M | Buy |
26,329
+1,287
| +5% | +$205K | 1.58% | 21 |
|
|
2024
Q1 | $3.95M | Buy |
25,042
+67
| +0.3% | +$10.1K | 1.69% | 23 |
|
|
2023
Q4 | $3.73M | Buy |
+24,975
| New | +$3.78M | 1.73% | 22 |
|
|
2023
Q2 | $3.83M | Buy |
24,318
+671
| +3% | +$108K | 1.91% | 20 |
|
|
2023
Q1 | $3.86M | Sell |
23,647
-158
| -0.7% | -$26.5K | 2.06% | 20 |
|
|
2022
Q4 | $4.27M | Sell |
23,805
-488
| -2% | -$85.2K | 2.35% | 13 |
|
|
2022
Q3 | $3.49M | Sell |
24,293
-280
| -1% | -$42.7K | 2.15% | 18 |
|
|
2022
Q2 | $3.56M | Sell |
24,573
-399
| -2% | -$66K | 1.9% | 22 |
|
|
2022
Q1 | $4.07M | Sell |
24,972
-959
| -4% | -$138K | 1.84% | 22 |
|
|
2021
Q4 | $3.56M | Buy |
25,931
+474
| +2% | +$53.8K | 1.72% | 23 |
|
|
2021
Q3 | $2.58M | Buy |
+25,457
| New | +$2.54M | 1.39% | 31 |
|
|
2020
Q3 | $1.36M | Buy |
19,126
+747
| +4% | +$62.8K | 0.98% | 39 |
|
|
2020
Q2 | $1.61M | Buy |
18,379
+833
| +5% | +$74.6K | 1.26% | 31 |
|
|
2020
Q1 | $1.64M | Buy |
17,546
+47
| +0.3% | +$4.64K | 1.52% | 25 |
|
|
2019
Q4 | $2.03M | Buy |
17,499
+186
| +1% | +$21.9K | 1.51% | 26 |
|
|
2019
Q3 | $2.01M | Buy |
17,313
+233
| +1% | +$28.3K | 1.65% | 23 |
|
|
2019
Q2 | $2.13M | Buy |
17,080
+62
| +0.4% | +$7.5K | 1.87% | 19 |
|
|
2019
Q1 | $2.1M | Buy |
17,018
+587
| +4% | +$69.4K | 1.91% | 17 |
|
|
2018
Q4 | $1.79M | Buy |
16,431
+519
| +3% | +$60.1K | 1.91% | 20 |
|
|
2018
Q3 | $1.78M | Buy |
15,912
+704
| +5% | +$85.4K | 1.65% | 24 |
|
|
2018
Q2 | $1.92M | Buy |
15,208
+925
| +6% | +$115K | 1.9% | 15 |
|
|
2018
Q1 | $1.77M | Sell |
14,283
-654
| -4% | -$78.2K | 1.86% | 11 |
|
|
2017
Q4 | $1.87M | Buy |
+14,937
| New | +$1.77M | 1.94% | 11 |
|
Other funds holding CVX
VCM
VPM
Bell & Brown Wealth Advisors's CVX Position: Q1 2026 in Review
Bell & Brown Wealth Advisors increased its Chevron (CVX) stake by 0.98% in Q1 2026, buying an estimated $54.5K and bringing the position to 30,811 shares worth $6.37M. The position accounts for 2.07% of the portfolio, ranked #16.
Bell & Brown Wealth Advisors first reported a position in CVX in Q4 2017 and has held it in 30 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Bell & Brown Wealth Advisors held 30,811 shares of Chevron worth $6.37M as of Q1 2026.
- Bell & Brown Wealth Advisors bought 299 Chevron shares in Q1 2026, an estimated $54.5K.
- Chevron made up 2.07% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #16 holding.
- Bell & Brown Wealth Advisors first reported a position in Chevron in Q4 2017 and has held it in 30 quarters since.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.