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BlueChip Wealth Advisors’s Chevron CVX Stock Holding History

BlueChip 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 		$304K Sell
1,832
-6
-0.3% -$1.12K 0.12% 138
2026
Q1 		$380K Sell
1,838
-336
-15% -$61.3K 0.17% 106
2025
Q4 		$331K Buy
2,174
+84
+4% +$12.8K 0.14% 116
2025
Q3 		$325K Buy
2,090
+138
+7% +$21.4K 0.14% 111
2025
Q2 		$279K Buy
1,952
+228
+13% +$32.1K 0.12% 136
2025
Q1 		$288K Buy
1,724
+4
+0.2% +$626 0.14% 123
2024
Q4 		$249K Sell
1,720
-96
-5% -$14.7K 0.14% 118
2024
Q3 		$267K Buy
1,816
+22
+1% +$3.27K 0.14% 130
2024
Q2 		$281K Buy
1,794
+84
+5% +$13.4K 0.17% 108
2024
Q1 		$270K Buy
+1,710
New +$258K 0.17% 102

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

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

BlueChip Wealth Advisors reduced its Chevron (CVX) stake by 0.33% in Q2 2026, selling an estimated $1.12K and leaving 1,832 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #138.

BlueChip Wealth Advisors first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $380K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BlueChip Wealth Advisors held 1,832 shares of Chevron worth $304K as of Q2 2026.
  • BlueChip Wealth Advisors sold 6 Chevron shares in Q2 2026, an estimated $1.12K.
  • Chevron made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • BlueChip Wealth Advisors first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • BlueChip Wealth Advisors's Chevron position peaked at $380K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.