Bluefin Capital Management’s Chevron CVX Stock Holding History

Bluefin Capital Management’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
2024 Q3	$871K	Buy	261,200 +185,300	+244%	+$27.6M	0.26%	38
2024 Q2	$70.6K	Buy	+75,900	New	+$12.1M	0.02%	78
2022 Q3	–	Sell	-40,000	Closed	-$3K	–	594
2022 Q2	$3K	Buy	+40,000	New	+$6.61M	﹤0.01%	531
2019 Q4	–	Sell	-13,400	Closed	-$4K	–	632
2019 Q3	$4K	Buy	+13,400	New	+$1.63M	﹤0.01%	487
2018 Q4	–	Sell	-32,000	Closed	-$30K	–	437
2018 Q3	$30K	Buy	+32,000	New	+$3.88M	﹤0.01%	421
2017 Q2	–	Sell	-10,000	Closed	-$30K	–	512
2017 Q1	$30K	Buy	+10,000	New	+$1.12M	﹤0.01%	370
2016 Q4	–	Sell	-5,000	Closed	-$14K	–	547
2016 Q3	$14K	Sell	5,000 -17,000	-77%	-$1.74M	﹤0.01%	383
2016 Q2	$12K	Buy	22,000 +10,600	+93%	+$1.07M	﹤0.01%	426
2016 Q1	$18K	Buy	+11,400	New	+$997K	﹤0.01%	427
2015 Q1	–	Sell	-31,400	Closed	-$389K	–	461
2014 Q4	$389K	Buy	+31,400	New	+$3.57M	0.02%	398

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bluefin Capital Management's CVX Position: Q1 2026 in Review

Bluefin Capital Management reduced its Chevron (CVX) stake by 77% in Q1 2026, selling an estimated $758K and leaving 1,250 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #66.

Bluefin Capital Management first reported a position in CVX in Q2 2013 and has held it in 36 quarters since. The position peaked at $10.1M in Q3 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Bluefin Capital Management held 1,250 shares of Chevron worth $259K as of Q1 2026.
Bluefin Capital Management sold 4,158 Chevron shares in Q1 2026, an estimated $758K.
Chevron made up 0.17% of Bluefin Capital Management's portfolio in Q1 2026, its #66 holding.
Bluefin Capital Management first reported a position in Chevron in Q2 2013 and has held it in 36 quarters since.
Bluefin Capital Management's Chevron position peaked at $10.1M in Q3 2022.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.