A detailed history of Blue Bell Private Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 49 shares of CVX stock, worth $7,503. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 36 36.11%
Holding current value
$7,503
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$137.88 - $161.97 $1,792 - $2,105
13 Added 36.11%
49 $7,000
Q2 2024

Aug 05, 2024

BUY
$152.57 - $166.33 $4,729 - $5,156
31 Added 620.0%
36 $5,000
Q1 2024

Apr 24, 2024

SELL
$141.82 - $157.74 $29,214 - $32,494
-206 Reduced 97.63%
5 $0
Q4 2023

Jan 25, 2024

SELL
$141.77 - $169.1 $55,290 - $65,949
-390 Reduced 64.89%
211 $31,000
Q3 2023

Oct 30, 2023

BUY
$152.88 - $171.04 $7,796 - $8,723
51 Added 9.27%
601 $101,000
Q2 2023

Aug 08, 2023

BUY
$150.62 - $172.44 $62,055 - $71,045
412 Added 298.55%
550 $86,000
Q4 2022

Feb 03, 2023

SELL
$151.73 - $188.05 $145,053 - $179,775
-956 Reduced 87.39%
138 $24,000
Q3 2022

Nov 08, 2022

SELL
$135.94 - $164.63 $20,391 - $24,694
-150 Reduced 12.06%
1,094 $157,000
Q2 2022

Aug 02, 2022

BUY
$142.43 - $181.13 $159,379 - $202,684
1,119 Added 895.2%
1,244 $180,000
Q4 2021

Jan 26, 2022

BUY
$104.33 - $118.79 $13,041 - $14,848
125 New
125 $15,000

Others Institutions Holding CVX

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
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.