Blue Bell Private Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $51.6K | Sell |
311
-187
| -38% | -$34.8K | 0.01% | 417 |
|
|
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
Blue Bell Private Wealth Management's CVX Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Chevron (CVX) stake by 38% in Q2 2026, selling an estimated $34.8K and leaving 311 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #417.
Blue Bell Private Wealth Management first reported a position in CVX in Q4 2013 and has held it in 31 quarters since. The position peaked at $180K in Q2 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Blue Bell Private Wealth Management held 311 shares of Chevron worth $51.6K as of Q2 2026.
- Blue Bell Private Wealth Management sold 187 Chevron shares in Q2 2026, an estimated $34.8K.
- Chevron made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #417 holding.
- Blue Bell Private Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's Chevron position peaked at $180K in Q2 2022.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.