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Blueprint Investment Partners’s Chevron CVX Stock Holding History

Blueprint Investment Partners’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 		– Sell
-13,455
Closed -$2.78M – 161
2026
Q1 		$2.78M Buy
+13,455
New +$2.45M 0.28% 64
2025
Q1 		– Sell
-4,779
Closed -$692K – 122
2024
Q4 		$692K Buy
4,779
+2,062
+76% +$316K 0.11% 102
2024
Q3 		$400K Sell
2,717
-2,782
-51% -$414K 0.07% 120
2024
Q2 		$860K Buy
5,499
+1,178
+27% +$188K 0.19% 57
2024
Q1 		$682K Buy
4,321
+1,483
+52% +$224K 0.13% 67
2023
Q4 		$423K Sell
2,838
-446
-14% -$67.5K 0.12% 79
2023
Q3 		$554K Buy
3,284
+1,676
+104% +$271K 0.18% 62
2023
Q2 		$253K Sell
1,608
-3,442
-68% -$552K 0.09% 130
2023
Q1 		$824K Sell
5,050
-8,135
-62% -$1.36M 0.19% 73
2022
Q4 		$2.37M Buy
13,185
+2,455
+23% +$428K 0.5% 45
2022
Q3 		$1.54M Buy
10,730
+1,909
+22% +$291K 0.42% 47
2022
Q2 		$1.28M Buy
8,821
+1,898
+27% +$314K 0.34% 50
2022
Q1 		$1.13M Buy
6,923
+603
+10% +$86.5K 0.29% 70
2021
Q4 		$742K Buy
6,320
+4,351
+221% +$494K 0.18% 97
2021
Q3 		$200K Buy
+1,969
New +$196K 0.1% 133

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

Blueprint Investment Partners's CVX Position: Q2 2026 in Review

Blueprint Investment Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 13,455 shares — an estimated $2.78M sold.

Blueprint Investment Partners first reported a position in CVX in Q3 2021 and held it in 15 quarters. The position peaked at $2.78M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Blueprint Investment Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Blueprint Investment Partners sold 13,455 Chevron shares in Q2 2026, an estimated $2.78M.
  • Blueprint Investment Partners first reported a position in Chevron in Q3 2021 and held it in 15 quarters.
  • Blueprint Investment Partners's Chevron position peaked at $2.78M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.