Blume Capital Management’s Chevron CVX Stock Holding History

Blume 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
2026 Q2	$971K	Hold	5,856	–	–	0.14%	81
2026 Q1	$1.21M	Sell	5,856 -204	-3%	-$37.2K	0.21%	69
2025 Q4	$924K	Sell	6,060 -500	-8%	-$76.2K	0.17%	71
2025 Q3	$1.02M	Hold	6,560	–	–	0.19%	67
2025 Q2	$939K	Sell	6,560 -50	-0.8%	-$7.05K	0.19%	65
2025 Q1	$1.11M	Buy	6,610 +40	+0.6%	+$6.26K	0.25%	62
2024 Q4	$952K	Sell	6,570 -159	-2%	-$24.3K	0.21%	66
2024 Q3	$991K	Buy	6,729 +1,159	+21%	+$173K	0.22%	60
2024 Q2	$871K	Hold	5,570	–	–	0.21%	62
2024 Q1	$879K	Hold	5,570	–	–	0.21%	62
2023 Q4	$831K	Hold	5,570	–	–	0.22%	62
2023 Q3	$939K	Hold	5,570	–	–	0.28%	57
2023 Q2	$876K	Buy	5,570 +249	+5%	+$39.9K	0.26%	58
2023 Q1	$868K	Hold	5,321	–	–	0.28%	57
2022 Q4	$955K	Buy	5,321 +43	+0.8%	+$7.5K	0.32%	56
2022 Q3	$758K	Buy	5,278 +51	+1%	+$7.78K	0.29%	53
2022 Q2	$757K	Buy	5,227 +291	+6%	+$48.1K	0.3%	50
2022 Q1	$804K	Buy	4,936 +117	+2%	+$16.8K	0.27%	50
2021 Q4	$566K	Hold	4,819	–	–	0.19%	57
2021 Q3	$489K	Hold	4,819	–	–	0.18%	56
2021 Q2	$505K	Sell	4,819 -50	-1%	-$5.28K	0.18%	55
2021 Q1	$510K	Hold	4,869	–	–	0.2%	52
2020 Q4	$411K	Hold	4,869	–	–	0.18%	51
2020 Q3	$351K	Sell	4,869 -217	-4%	-$18.3K	0.18%	49
2020 Q2	$454K	Sell	5,086 -202	-4%	-$18.1K	0.25%	46
2020 Q1	$383K	Buy	5,288 +300	+6%	+$29.6K	0.25%	46
2019 Q4	$601K	Sell	4,988 -20	-0.4%	-$2.36K	0.29%	46
2019 Q3	$593K	Hold	5,008	–	–	0.3%	48
2019 Q2	$623K	Hold	5,008	–	–	0.32%	47
2019 Q1	$617K	Hold	5,008	–	–	0.32%	49
2018 Q4	$545K	Hold	5,008	–	–	0.31%	51
2018 Q3	$612K	Hold	5,008	–	–	0.32%	42
2018 Q2	$633K	Sell	5,008 -23	-0.5%	-$2.85K	0.35%	41
2018 Q1	$573K	Sell	5,031 -120	-2%	-$14.3K	0.32%	42
2017 Q4	$645K	Sell	5,151 -45	-0.9%	-$5.34K	0.33%	42
2017 Q3	$611K	Buy	5,196 +680	+15%	+$74.2K	0.32%	41
2017 Q2	$471K	Buy	4,516 +87	+2%	+$9.22K	0.27%	40
2017 Q1	$476K	Hold	4,429	–	–	0.28%	38
2016 Q4	$521K	Sell	4,429 -339	-7%	-$36.9K	0.31%	35
2016 Q3	$491K	Sell	4,768 -150	-3%	-$15.3K	0.3%	35
2016 Q2	$516K	Sell	4,918 -100	-2%	-$10.1K	0.34%	38
2016 Q1	$479K	Hold	5,018	–	–	0.33%	40
2015 Q4	$451K	Sell	5,018 -150	-3%	-$13.5K	0.32%	42
2015 Q3	$408K	Sell	5,168 -300	-5%	-$25.3K	0.33%	35
2015 Q2	$527K	Buy	5,468 +50	+0.9%	+$5.25K	0.4%	35
2015 Q1	$569K	Sell	5,418 -2,100	-28%	-$224K	0.39%	36
2014 Q4	$843K	Buy	7,518 +3,100	+70%	+$352K	0.59%	34
2014 Q3	$527K	Hold	4,418	–	–	0.41%	37
2014 Q2	$577K	Sell	4,418 -350	-7%	-$43.5K	0.45%	36
2014 Q1	$567K	Sell	4,768 -225	-5%	-$26.2K	0.45%	37
2013 Q4	$624K	Buy	+4,993	New	+$604K	0.52%	35

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Blume Capital Management's CVX Position: Q2 2026 in Review

Blume Capital Management held its Chevron (CVX) position steady in Q2 2026 at 5,856 shares worth $971K. The position accounts for 0.14% of the portfolio, ranked #81.

Blume Capital Management first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.21M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Blume Capital Management held 5,856 shares of Chevron worth $971K as of Q2 2026.
Blume Capital Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.14% of Blume Capital Management's portfolio in Q2 2026, its #81 holding.
Blume Capital Management first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
Blume Capital Management's Chevron position peaked at $1.21M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.