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Blue Bell Private Wealth Management’s Chevron CVX Stock Holding History

Blue Bell Private Wealth Management’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
Q1 		$103K Buy
498
+427
+601% +$77.9K 0.01% 336
2025
Q4 		$10.8K Sell
71
-309
-81% -$47.1K ﹤0.01% 550
2025
Q3 		$59K Buy
380
+197
+108% +$30.5K 0.01% 382
2025
Q2 		$26.2K Buy
183
+114
+165% +$16.1K ﹤0.01% 448
2025
Q1 		$11.5K Buy
69
+38
+123% +$5.95K ﹤0.01% 503
2024
Q4 		$4.49K Sell
31
-18
-37% -$2.75K ﹤0.01% 558
2024
Q3 		$7.22K Buy
49
+13
+36% +$1.94K ﹤0.01% 547
2024
Q2 		$5.67K Buy
36
+31
+620% +$4.94K ﹤0.01% 566
2024
Q1 		$818 Sell
5
-206
-98% -$31.1K ﹤0.01% 688
2023
Q4 		$31.5K Sell
211
-390
-65% -$59K 0.01% 378
2023
Q3 		$101K Buy
601
+51
+9% +$8.24K 0.03% 200
2023
Q2 		$86.5K Buy
550
+412
+299% +$66.1K 0.02% 209
2023
Q1 		$22.5K Hold
138
– – 0.01% 305
2022
Q4 		$24.8K Sell
138
-956
-87% -$167K 0.01% 288
2022
Q3 		$157K Sell
1,094
-150
-12% -$22.9K 0.06% 122
2022
Q2 		$180K Buy
1,244
+1,119
+895% +$185K 0.06% 110
2022
Q1 		$20K Hold
125
– – 0.01% 323
2021
Q4 		$15K Buy
+125
New +$14.2K ﹤0.01% 343
2016
Q4 		– Sell
-193
Closed -$20K – 298
2016
Q3 		$20K Buy
193
+125
+184% +$12.8K 0.01% 292
2016
Q2 		$8K Hold
68
– – 0.01% 368
2016
Q1 		$6K Sell
68
-132
-66% -$11.5K ﹤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% -$15.5K 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 +$40.6K 0.03% 209

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Blue Bell Private Wealth Management's CVX Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Chevron (CVX) stake by 601% in Q1 2026, buying an estimated $77.9K and bringing the position to 498 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #336.

Blue Bell Private Wealth Management first reported a position in CVX in Q4 2013 and has held it in 30 quarters since. The position peaked at $180K in Q2 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Blue Bell Private Wealth Management held 498 shares of Chevron worth $103K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 427 Chevron shares in Q1 2026, an estimated $77.9K.
  • Chevron made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Blue Bell Private Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Chevron position peaked at $180K in Q2 2022.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.