BOSSRA
CVX icon

B.O.S.S. Retirement Advisors’s Chevron CVX Stock Holding History

B.O.S.S. Retirement 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 		$380K Buy
2,291
+216
+10% +$40.2K 0.1% 111
2026
Q1 		$429K Sell
2,075
-30
-1% -$5.47K 0.13% 108
2025
Q4 		$321K Sell
2,105
-162
-7% -$24.7K 0.1% 126
2025
Q3 		$352K Sell
2,267
-9
-0.4% -$1.39K 0.08% 144
2025
Q2 		$326K Sell
2,276
-478
-17% -$67.4K 0.08% 142
2025
Q1 		$461K Sell
2,754
-411
-13% -$64.3K 0.13% 107
2024
Q4 		$458K Sell
3,165
-18,667
-86% -$2.86M 0.13% 111
2024
Q3 		$3.22M Sell
21,832
-5,523
-20% -$822K 0.65% 46
2024
Q2 		$4.28M Buy
27,355
+2,733
+11% +$436K 1.09% 23
2024
Q1 		$3.67M Sell
24,622
-3,518
-13% -$531K 1.41% 15
2023
Q4 		$4.2M Sell
28,140
-364
-1% -$55.1K 0.81% 26
2023
Q3 		$4.81M Buy
28,504
+118
+0.4% +$19.1K 1.03% 13
2023
Q2 		$4.47M Sell
28,386
-7,853
-22% -$1.26M 0.95% 16
2023
Q1 		$5.91M Buy
36,239
+6,588
+22% +$1.1M 1.39% 8
2022
Q4 		$5.32M Buy
+29,651
New +$5.17M 1.36% 8

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

B.O.S.S. Retirement Advisors's CVX Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Chevron (CVX) stake by 10% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,291 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #111.

B.O.S.S. Retirement Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.91M in Q1 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 2,291 shares of Chevron worth $380K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 216 Chevron shares in Q2 2026, an estimated $40.2K.
  • Chevron made up 0.1% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #111 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's Chevron position peaked at $5.91M in Q1 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.