Trueblood Wealth Management’s Chevron CVX Stock Holding History

Trueblood Wealth 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	$2.37M	Buy	14,320 +77	+0.5%	+$14.3K	0.83%	26
2026 Q1	$2.95M	Sell	14,243 -64	-0.4%	-$11.7K	1.15%	12
2025 Q4	$2.18M	Sell	14,307 -538	-4%	-$81.9K	0.85%	21
2025 Q3	$2.31M	Sell	14,845 -110	-0.7%	-$17K	0.9%	16
2025 Q2	$2.14M	Sell	14,955 -67	-0.4%	-$9.45K	0.9%	17
2025 Q1	$2.51M	Sell	15,022 -358	-2%	-$56K	1.17%	12
2024 Q4	$2.23M	Sell	15,380 -579	-4%	-$88.6K	1.1%	14
2024 Q3	$2.35M	Sell	15,959 -1,761	-10%	-$262K	1.18%	11
2024 Q2	$2.77M	Buy	17,720 +232	+1%	+$37K	1.56%	5
2024 Q1	$2.76M	Buy	17,488 +211	+1%	+$31.8K	1.58%	5
2023 Q4	$2.58M	Buy	+17,277	New	+$2.61M	1.62%	6

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Trueblood Wealth Management's CVX Position: Q2 2026 in Review

Trueblood Wealth Management increased its Chevron (CVX) stake by 0.54% in Q2 2026, buying an estimated $14.3K and bringing the position to 14,320 shares worth $2.37M. The position accounts for 0.83% of the portfolio, ranked #26.

Trueblood Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Trueblood Wealth Management held 14,320 shares of Chevron worth $2.37M as of Q2 2026.
Trueblood Wealth Management bought 77 Chevron shares in Q2 2026, an estimated $14.3K.
Chevron made up 0.83% of Trueblood Wealth Management's portfolio in Q2 2026, its #26 holding.
Trueblood Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Chevron position peaked at $2.95M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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