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BlueSky Wealth Advisors’s Chevron CVX Stock Holding History

BlueSky 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 		$221K Buy
1,331
+19
+1% +$3.54K 0.03% 105
2026
Q1 		$271K Buy
+1,312
New +$239K 0.03% 93

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

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

BlueSky Wealth Advisors increased its Chevron (CVX) stake by 1.4% in Q2 2026, buying an estimated $3.54K and bringing the position to 1,331 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #105.

BlueSky Wealth Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BlueSky Wealth Advisors held 1,331 shares of Chevron worth $221K as of Q2 2026.
  • BlueSky Wealth Advisors bought 19 Chevron shares in Q2 2026, an estimated $3.54K.
  • Chevron made up 0.03% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • BlueSky Wealth Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • BlueSky Wealth Advisors's Chevron position peaked at $271K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.