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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59K | Buy |
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|
2025
Q2 | $26.2K | Buy |
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|
2025
Q1 | $11.5K | Buy |
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|
2024
Q4 | $4.49K | Sell |
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|
2024
Q3 | $7.22K | Buy |
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|
2024
Q2 | $5.67K | Buy |
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|
2024
Q1 | $818 | Sell |
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|
2023
Q4 | $31.5K | Sell |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $86.5K | Buy |
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|
2023
Q1 | $22.5K | Hold |
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|
2022
Q4 | $24.8K | Sell |
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|
2022
Q3 | $157K | Sell |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $20K | Buy |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $18K | Hold |
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|
2015
Q3 | $16K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $22K | Sell |
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|
2014
Q3 | $40K | Hold |
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|
2014
Q2 | $44K | Hold |
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|
2014
Q1 | $40K | Hold |
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|
2013
Q4 | $42K | Buy |
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