Bell Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
7,266
+5,266
| +263% | +$754K | 0.18% | 54 |
|
|
2025
Q1 | $335K | Buy |
2,000
+128
| +7% | +$21.4K | 0.06% | 81 |
|
|
2024
Q4 | $271K | Sell |
1,872
-219
| -10% | -$31.7K | 0.05% | 93 |
|
|
2024
Q3 | $308K | Sell |
2,091
-814
| -28% | -$120K | 0.06% | 86 |
|
|
2024
Q2 | $454K | Buy |
2,905
+42
| +1% | +$6.57K | 0.09% | 70 |
|
|
2024
Q1 | $452K | Buy |
2,863
+188
| +7% | +$29.7K | 0.09% | 71 |
|
|
2023
Q4 | $399K | Sell |
2,675
-181
| -6% | -$27K | 0.08% | 71 |
|
|
2023
Q3 | $482K | Buy |
2,856
+662
| +30% | +$112K | 0.11% | 58 |
|
|
2023
Q2 | $345K | Sell |
2,194
-51
| -2% | -$8.02K | 0.08% | 67 |
|
|
2023
Q1 | $366K | Buy |
2,245
+47
| +2% | +$7.67K | 0.09% | 63 |
|
|
2022
Q4 | $394K | Buy |
2,198
+64
| +3% | +$11.5K | 0.1% | 60 |
|
|
2022
Q3 | $307K | Buy |
2,134
+54
| +3% | +$7.77K | 0.1% | 56 |
|
|
2022
Q2 | $301K | Buy |
+2,080
| New | +$301K | 0.09% | 53 |
|
|
2021
Q4 | $238K | Buy |
2,031
+102
| +5% | +$12K | 0.07% | 68 |
|
|
2021
Q3 | $196K | Buy |
+1,929
| New | +$196K | 0.06% | 69 |
|