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Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

CVX holding history

Chevron Corp in every 13F filed by Bell & Brown Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
30,707
Value
$5.09M
% of portfolio
1.5%
Quarters held
19
Since Q3 2021
Holdings of CVX by Bell & Brown Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,707$5.09M1.5%−104−0.3%ReducedHolders
Q1 202630,811$6.37M2.1%+299+1.0%AddedHolders
Q4 202530,512$4.65M1.5%+944+3.2%AddedHolders
Q3 202529,568$4.59M1.5%+156+0.5%AddedHolders
Q2 202529,412$4.21M1.5%+555+1.9%AddedHolders
Q1 202528,857$4.83M1.9%+703+2.5%AddedHolders
Q4 202428,154$4.08M1.5%+1,270+4.7%AddedHolders
Q3 202426,884$3.96M1.5%+555+2.1%AddedHolders
Q2 202426,329$4.12M1.8%+1,287+5.1%AddedHolders
Q1 202425,042$3.95M1.7%+67+0.3%AddedHolders
Q4 202324,975$3.73M1.7%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202324,318$3.83M1.9%+671+2.8%AddedHolders
Q1 202323,647$3.86M2.1%−158−0.7%ReducedHolders
Q4 202223,805$4.27M2.4%−488−2.0%ReducedHolders
Q3 202224,293$3.49M2.2%−280−1.1%ReducedHolders
Q2 202224,573$3.56M1.9%−399−1.6%ReducedHolders
Q1 202224,972$4.07M1.8%−959−3.7%ReducedHolders
Q4 202125,931$3.56M1.7%+474+1.9%AddedHolders
Q3 202125,457$2.58M1.4%–No prior filingHolders