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Blodgett Wealth Advisors’s Chevron CVX Stock Holding History

Blodgett 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 		$592K Buy
3,571
+75
+2% +$14K 0.4% 36
2026
Q1 		$723K Sell
3,496
-100
-3% -$18.2K 0.57% 30
2025
Q4 		$548K Sell
3,596
-22
-0.6% -$3.35K 0.38% 35
2025
Q3 		$562K Hold
3,618
– – 0.39% 33
2025
Q2 		$518K Hold
3,618
– – 0.41% 35
2025
Q1 		$605K Sell
3,618
-225
-6% -$35.2K 0.52% 32
2024
Q4 		$557K Sell
3,843
-100
-3% -$15.3K 0.44% 32
2024
Q3 		$581K Buy
3,943
+451
+13% +$67.1K 0.49% 30
2024
Q2 		$546K Sell
3,492
-50
-1% -$7.97K 0.46% 29
2024
Q1 		$559K Sell
3,542
-1,149
-24% -$173K 0.5% 29
2023
Q4 		$700K Buy
4,691
+125
+3% +$18.9K 0.71% 25
2023
Q3 		$770K Buy
4,566
+1
+0% +$162 0.84% 26
2023
Q2 		$718K Buy
4,565
+900
+25% +$144K 0.74% 28
2023
Q1 		$598K Buy
3,665
+34
+0.9% +$5.7K 0.69% 32
2022
Q4 		$652K Sell
3,631
-1,000
-22% -$175K 0.79% 31
2022
Q3 		$665K Buy
4,631
+2,171
+88% +$331K 0.8% 30
2022
Q2 		$356K Buy
2,460
+79
+3% +$13.1K 0.39% 46
2022
Q1 		$388K Sell
2,381
-575
-19% -$82.5K 0.32% 51
2021
Q4 		$347K Buy
+2,956
New +$336K 0.27% 65

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blodgett Wealth Advisors's CVX Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $14K and bringing the position to 3,571 shares worth $592K. The position accounts for 0.4% of the portfolio, ranked #36.

Blodgett Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q3 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Blodgett Wealth Advisors held 3,571 shares of Chevron worth $592K as of Q2 2026.
  • Blodgett Wealth Advisors bought 75 Chevron shares in Q2 2026, an estimated $14K.
  • Chevron made up 0.4% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Blodgett Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Chevron position peaked at $770K in Q3 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.