Bell & Brown Wealth Advisors, LLC Chevron Corp Transaction History

Bell & Brown Wealth Advisors, LLC

$245 Million
Q2 2024

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 26,329 shares of CVX stock, worth $4.04 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

26,329

Previous 25,042 5.14%

Holding current value

$4.04 Million

Previous $3.95 Million 4.25%

% of portfolio

1.68%

Previous 1.69%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$152.57 - $166.33 $196,357 - $214,066	1,287 Added 5.14%	26,329 $4.12 Million
Q1 2024 May 13, 2024	BUY	$141.82 - $157.74 $9,501 - $10,568	67 Added 0.27%	25,042 $3.95 Million
Q4 2023 Feb 12, 2024	BUY	$141.77 - $169.1 $93,142 - $111,098	657 Added 2.7%	24,975 $3.73 Million
Q2 2023 Aug 15, 2023	BUY	$150.62 - $172.44 $101,066 - $115,707	671 Added 2.84%	24,318 $3.83 Million
Q1 2023 Apr 14, 2023	SELL	$152.34 - $187.79 $24,069 - $29,670	-158 Reduced 0.66%	23,647 $3.86 Million
Q4 2022 Feb 10, 2023	SELL	$151.73 - $188.05 $74,044 - $91,768	-488 Reduced 2.01%	23,805 $4.27 Million
Q3 2022 Oct 26, 2022	SELL	$135.94 - $164.63 $38,063 - $46,096	-280 Reduced 1.14%	24,293 $3.49 Million
Q2 2022 Jul 22, 2022	SELL	$142.43 - $181.13 $56,829 - $72,270	-399 Reduced 1.6%	24,573 $3.56 Million
Q1 2022 May 02, 2022	SELL	$119.26 - $170.9 $114,370 - $163,893	-959 Reduced 3.7%	24,972 $4.07 Million
Q4 2021 Feb 10, 2022	BUY	$104.33 - $118.79 $49,452 - $56,306	474 Added 1.86%	25,931 $3.57 Million
Q3 2021 Nov 12, 2021	BUY	$94.29 - $106.21 $596,949 - $672,415	6,331 Added 33.1%	25,457 $2.58 Million
Q3 2020 Oct 23, 2020	BUY	$71.8 - $91.39 $53,634 - $68,268	747 Added 4.06%	19,126 $1.36 Million
Q2 2020 Aug 07, 2020	BUY	$68.56 - $103.24 $57,110 - $85,998	833 Added 4.75%	18,379 $1.61 Million
Q1 2020 May 11, 2020	BUY	$54.22 - $121.43 $2,548 - $5,707	47 Added 0.27%	17,546 $1.64 Million
Q4 2019 Jan 17, 2020	BUY	$111.71 - $122.28 $20,778 - $22,744	186 Added 1.07%	17,499 $2.03 Million
Q3 2019 Oct 09, 2019	BUY	$115.18 - $126.54 $26,836 - $29,483	233 Added 1.36%	17,313 $2.01 Million
Q2 2019 Aug 06, 2019	BUY	$113.85 - $126.68 $7,058 - $7,854	62 Added 0.36%	17,080 $2.13 Million
Q1 2019 May 13, 2019	BUY	$108.57 - $125.88 $63,730 - $73,891	587 Added 3.57%	17,018 $2.1 Million
Q4 2018 Feb 22, 2019	SELL	$100.99 - $126.82 $2.62 Million - $3.29 Million	-25,967 Reduced 61.25%	16,431 $1.79 Million
Q4 2018 Feb 07, 2019	BUY	$100.99 - $126.82 $2.67 Million - $3.36 Million	26,486 Added 166.45%	42,398 $4.61 Million
Q3 2018 Nov 13, 2018	BUY	$114.48 - $127.83 $80,593 - $89,992	704 Added 4.63%	15,912 $1.78 Million
Q2 2018 Jul 31, 2018	BUY	$112.24 - $130.39 $103,822 - $120,610	925 Added 6.48%	15,208 $1.92 Million
Q1 2018 May 02, 2018	SELL	$109.06 - $133.6 $71,325 - $87,374	-654 Reduced 4.38%	14,283 $1.77 Million
Q4 2017 Feb 13, 2018	BUY	$113.54 - $125.98 $1.7 Million - $1.88 Million	14,937	14,937 $1.87 Million

Others Institutions Holding CVX

# of Institutions

3,834

Shares Held

1.37B

Call Options Held

18.3M

Put Options Held

17.2M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $300B
Description
Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...

More about CVX

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Bell & Brown Wealth Advisors, LLC Chevron Corp Transaction History