Blue Bell Private Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
183
+114
| +165% | +$16.3K | ﹤0.01% | 448 |
|
|
2025
Q1 | $11.5K | Buy |
69
+38
| +123% | +$6.36K | ﹤0.01% | 503 |
|
|
2024
Q4 | $4.49K | Sell |
31
-18
| -37% | -$2.61K | ﹤0.01% | 557 |
|
|
2024
Q3 | $7.22K | Buy |
49
+13
| +36% | +$1.91K | ﹤0.01% | 547 |
|
|
2024
Q2 | $5.67K | Buy |
36
+31
| +620% | +$4.88K | ﹤0.01% | 566 |
|
|
2024
Q1 | $818 | Sell |
5
-206
| -98% | -$33.7K | ﹤0.01% | 688 |
|
|
2023
Q4 | $31.5K | Sell |
211
-390
| -65% | -$58.2K | 0.01% | 378 |
|
|
2023
Q3 | $101K | Buy |
601
+51
| +9% | +$8.6K | 0.03% | 200 |
|
|
2023
Q2 | $86.5K | Buy |
550
+412
| +299% | +$64.8K | 0.02% | 209 |
|
|
2023
Q1 | $22.5K | Hold |
138
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $24.8K | Sell |
138
-956
| -87% | -$172K | 0.01% | 288 |
|
|
2022
Q3 | $157K | Sell |
1,094
-150
| -12% | -$21.5K | 0.06% | 121 |
|
|
2022
Q2 | $180K | Buy |
1,244
+1,119
| +895% | +$162K | 0.06% | 108 |
|
|
2022
Q1 | $20K | Hold |
125
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $15K | Buy |
+125
| New | +$15K | ﹤0.01% | 340 |
|
|
2016
Q4 | – | Sell |
-193
| Closed | -$20K | – | 294 |
|
|
2016
Q3 | $20K | Buy |
193
+125
| +184% | +$13K | 0.01% | 290 |
|
|
2016
Q2 | $8K | Hold |
68
| – | – | 0.01% | 365 |
|
|
2016
Q1 | $6K | Sell |
68
-132
| -66% | -$11.6K | ﹤0.01% | 385 |
|
|
2015
Q4 | $18K | Hold |
200
| – | – | 0.01% | 315 |
|
|
2015
Q3 | $16K | Hold |
200
| – | – | 0.01% | 329 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2015
Q1 | $20K | Hold |
200
| – | – | 0.01% | 306 |
|
|
2014
Q4 | $22K | Sell |
200
-136
| -40% | -$15K | 0.01% | 314 |
|
|
2014
Q3 | $40K | Hold |
336
| – | – | 0.02% | 251 |
|
|
2014
Q2 | $44K | Hold |
336
| – | – | 0.03% | 231 |
|
|
2014
Q1 | $40K | Hold |
336
| – | – | 0.03% | 212 |
|
|
2013
Q4 | $42K | Buy |
+336
| New | +$42K | 0.03% | 209 |
|