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Blue Trust Inc’s Chevron CVX Stock Holding History

Blue Trust Inc’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 		$5.63M Sell
33,959
-3,384
-9% -$630K 0.06% 97
2026
Q1 		$7.73M Sell
37,343
-3,619
-9% -$660K 0.09% 71
2025
Q4 		$6.24M Sell
40,962
-1,671
-4% -$255K 0.07% 80
2025
Q3 		$6.62M Sell
42,633
-1,158
-3% -$179K 0.07% 81
2025
Q2 		$6.27M Buy
43,791
+949
+2% +$134K 0.07% 87
2025
Q1 		$7.17M Buy
42,842
+2,491
+6% +$390K 0.09% 70
2024
Q4 		$5.84M Sell
40,351
-1,363
-3% -$209K 0.07% 85
2024
Q3 		$6.53M Buy
41,714
+8,956
+27% +$1.33M 0.09% 67
2024
Q2 		$5.17M Buy
32,758
+4,532
+16% +$723K 0.07% 72
2024
Q1 		$4.45M Sell
28,226
-1,249
-4% -$188K 0.06% 69
2023
Q4 		$4.97M Buy
29,475
+2,549
+9% +$386K 0.08% 57
2023
Q3 		$4.24M Buy
26,926
+7,059
+36% +$1.14M 0.06% 68
2023
Q2 		$3.24M Sell
19,867
-7,208
-27% -$1.16M 0.05% 79
2023
Q1 		$4.86M Sell
27,075
-576
-2% -$96.6K 0.08% 74
2022
Q4 		$3.97M Buy
27,651
+3,675
+15% +$641K 0.07% 74
2022
Q3 		$3.47M Buy
23,976
+1,275
+6% +$194K 0.06% 73
2022
Q2 		$3.7M Buy
+22,701
New +$3.75M 0.06% 74

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Blue Trust Inc's CVX Position: Q2 2026 in Review

Blue Trust Inc reduced its Chevron (CVX) stake by 9.1% in Q2 2026, selling an estimated $630K and leaving 33,959 shares worth $5.63M. The position accounts for 0.06% of the portfolio, ranked #97.

Blue Trust Inc first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.73M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Blue Trust Inc held 33,959 shares of Chevron worth $5.63M as of Q2 2026.
  • Blue Trust Inc sold 3,384 Chevron shares in Q2 2026, an estimated $630K.
  • Chevron made up 0.06% of Blue Trust Inc's portfolio in Q2 2026, its #97 holding.
  • Blue Trust Inc first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Chevron position peaked at $7.73M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.