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Blue Zone Wealth Advisors’s Chevron CVX Stock Holding History

Blue Zone 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 		$204K Sell
1,232
-15
-1% -$2.79K 0.04% 123
2026
Q1 		$258K Buy
+1,247
New +$227K 0.05% 114
2020
Q2 		– Sell
-28,322
Closed -$2.05M – 64
2020
Q1 		$2.05M Buy
+28,322
New +$2.8M 1.92% 13

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Blue Zone Wealth Advisors's CVX Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $2.79K and leaving 1,232 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #123.

Blue Zone Wealth Advisors first reported a position in CVX in Q1 2020 and has held it in 3 quarters since. The position peaked at $2.05M in Q1 2020. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Blue Zone Wealth Advisors held 1,232 shares of Chevron worth $204K as of Q2 2026.
  • Blue Zone Wealth Advisors sold 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Blue Zone Wealth Advisors first reported a position in Chevron in Q1 2020 and has held it in 3 quarters since.
  • Blue Zone Wealth Advisors's Chevron position peaked at $2.05M in Q1 2020.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.