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Bell Investment Advisors’s Chevron CVX Stock Holding History

Bell Investment Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
7,968
+30
+0.4% +$5.58K 0.19% 55
2026
Q1 		$1.64M Buy
7,938
+511
+7% +$93.2K 0.26% 48
2025
Q4 		$1.13M Sell
7,427
-17
-0.2% -$2.59K 0.18% 54
2025
Q3 		$1.16M Buy
7,444
+178
+2% +$27.6K 0.19% 53
2025
Q2 		$1.04M Buy
7,266
+5,266
+263% +$742K 0.18% 54
2025
Q1 		$335K Buy
2,000
+128
+7% +$20K 0.06% 81
2024
Q4 		$271K Sell
1,872
-219
-10% -$33.5K 0.05% 93
2024
Q3 		$308K Sell
2,091
-814
-28% -$121K 0.06% 86
2024
Q2 		$454K Buy
2,905
+42
+1% +$6.7K 0.09% 70
2024
Q1 		$452K Buy
2,863
+188
+7% +$28.4K 0.09% 71
2023
Q4 		$399K Sell
2,675
-181
-6% -$27.4K 0.08% 71
2023
Q3 		$482K Buy
2,856
+662
+30% +$107K 0.11% 58
2023
Q2 		$345K Sell
2,194
-51
-2% -$8.18K 0.08% 67
2023
Q1 		$366K Buy
2,245
+47
+2% +$7.88K 0.09% 63
2022
Q4 		$394K Buy
2,198
+64
+3% +$11.2K 0.1% 60
2022
Q3 		$307K Buy
2,134
+54
+3% +$8.23K 0.1% 56
2022
Q2 		$301K Buy
+2,080
New +$344K 0.09% 53
2021
Q4 		$238K Buy
2,031
+102
+5% +$11.6K 0.07% 68
2021
Q3 		$196K Buy
+1,929
New +$192K 0.06% 69

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bell Investment Advisors's CVX Position: Q2 2026 in Review

Bell Investment Advisors increased its Chevron (CVX) stake by 0.38% in Q2 2026, buying an estimated $5.58K and bringing the position to 7,968 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #55.

Bell Investment Advisors first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bell Investment Advisors held 7,968 shares of Chevron worth $1.32M as of Q2 2026.
  • Bell Investment Advisors bought 30 Chevron shares in Q2 2026, an estimated $5.58K.
  • Chevron made up 0.19% of Bell Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Bell Investment Advisors first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Chevron position peaked at $1.64M in Q1 2026.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.