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Bell & Brown Wealth Advisors, LLC → CVX
Bell & Brown Wealth Advisors, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
6
Latest value
$6.1M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q4 2025 | $4.7M |
| Q4 2025 | $4.7M |
| Q1 2026 | $6.4M |
| Q2 2026 | $5.1M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 29.9K | — | — |
| Q2 2026 | $5.1M | 30.7K | — | — |
| Q1 2026 | $6.4M | 30.8K | — | — |
| Q4 2025 | $4.7M | 30.5K | — | — |
| Q4 2025 | $4.7M | 30.5K | — | — |
| Q3 2025 | $4.6M | 29.6K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B