BF
CVX icon

bLong Financial’s Chevron CVX Stock Holding History

bLong Financial’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 		$438K Sell
2,640
-150
-5% -$27.9K 0.29% 41
2026
Q1 		$577K Sell
2,790
-350
-11% -$63.8K 0.44% 35
2025
Q4 		$479K Hold
3,140
– – 0.33% 40
2025
Q3 		$488K Hold
3,140
– – 0.34% 41
2025
Q2 		$450K Hold
3,140
– – 0.35% 44
2025
Q1 		$525K Sell
3,140
-250
-7% -$39.1K 0.47% 39
2024
Q4 		$491K Buy
+3,390
New +$519K 0.4% 40

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

bLong Financial's CVX Position: Q2 2026 in Review

bLong Financial reduced its Chevron (CVX) stake by 5.4% in Q2 2026, selling an estimated $27.9K and leaving 2,640 shares worth $438K. The position accounts for 0.29% of the portfolio, ranked #41.

bLong Financial first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $577K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • bLong Financial held 2,640 shares of Chevron worth $438K as of Q2 2026.
  • bLong Financial sold 150 Chevron shares in Q2 2026, an estimated $27.9K.
  • Chevron made up 0.29% of bLong Financial's portfolio in Q2 2026, its #41 holding.
  • bLong Financial first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • bLong Financial's Chevron position peaked at $577K in Q1 2026.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.