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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 		$228K Sell
220,000
-60,000
-21% -$8.93M 0.07% 71
2024
Q2 		$917K Buy
280,000
+151,000
+117% +$24.1M 0.22% 39
2024
Q1 		$14.2K Sell
129,000
-100,800
-44% -$15.2M ﹤0.01% 114
2023
Q4 		$247K Buy
+229,800
New +$34.8M 0.02% 105
2023
Q1 		– Sell
-42,900
Closed -$1.07K – 298
2022
Q4 		$1.07K Buy
42,900
+12,300
+40% +$2.15M ﹤0.01% 444
2022
Q3 		$36K Buy
30,600
+2,800
+10% +$427K ﹤0.01% 398
2022
Q2 		$67K Buy
+27,800
New +$4.6M 0.01% 388
2019
Q4 		– Sell
-13,400
Closed -$75K – 633
2019
Q3 		$75K Buy
+13,400
New +$1.63M 0.01% 336
2019
Q2 		– Sell
-12,500
Closed -$42K – 364
2019
Q1 		$42K Buy
12,500
+9,800
+363% +$1.16M 0.01% 298
2018
Q4 		$30K Sell
2,700
-20,200
-88% -$2.34M ﹤0.01% 343
2018
Q3 		$49K Buy
+22,900
New +$2.78M ﹤0.01% 400
2017
Q2 		– Sell
-41,800
Closed -$48K – 514
2017
Q1 		$48K Sell
41,800
-22,100
-35% -$2.48M 0.01% 356
2016
Q4 		$11K Buy
63,900
+20,100
+46% +$2.19M ﹤0.01% 474
2016
Q3 		$10K Sell
43,800
-51,900
-54% -$5.3M ﹤0.01% 396
2016
Q2 		$29K Buy
95,700
+84,300
+739% +$8.48M ﹤0.01% 379
2016
Q1 		$19K Sell
11,400
-18,500
-62% -$1.62M ﹤0.01% 423
2015
Q4 		$7K Buy
+29,900
New +$2.7M ﹤0.01% 591
2015
Q1 		– Sell
-28,400
Closed -$39K – 462
2014
Q4 		$39K Hold
28,400
– – ﹤0.01% 631
2014
Q3 		$49K Buy
+28,400
New +$3.62M ﹤0.01% 742

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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.