Blake Schutter Theil Wealth Advisors’s Chevron CVX Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$633K	Sell	3,820 -36	-0.9%	-$6.7K	0.43%	54
2026 Q1	$798K	Sell	3,856 -185	-5%	-$33.7K	0.65%	36
2025 Q4	$616K	Buy	4,041 +81	+2%	+$12.3K	0.51%	48
2025 Q3	$615K	Sell	3,960 -283	-7%	-$43.8K	0.61%	46
2025 Q2	$608K	Sell	4,243 -318	-7%	-$44.8K	0.69%	44
2025 Q1	$763K	Sell	4,561 -92	-2%	-$14.4K	0.87%	32
2024 Q4	$674K	Sell	4,653 -1,474	-24%	-$226K	0.71%	32
2024 Q3	$902K	Buy	+6,127	New	+$912K	0.65%	44

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's CVX Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Chevron (CVX) stake by 0.93% in Q2 2026, selling an estimated $6.7K and leaving 3,820 shares worth $633K. The position accounts for 0.43% of the portfolio, ranked #54.

Blake Schutter Theil Wealth Advisors first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $902K in Q3 2024. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 3,820 shares of Chevron worth $633K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 36 Chevron shares in Q2 2026, an estimated $6.7K.
Chevron made up 0.43% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Chevron position peaked at $902K in Q3 2024.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.