Boit C.F. David’s Chevron CVX Stock Holding History

Boit C.F. David’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	$663K	Hold	4,000	–	–	0.28%	55
2026 Q1	$828K	Hold	4,000	–	–	0.37%	51
2025 Q4	$648K	Hold	4,000	–	–	0.28%	53
2025 Q3	$621K	Hold	4,000	–	–	0.28%	55
2025 Q2	$573K	Hold	4,000	–	–	0.28%	57
2025 Q1	$669K	Hold	4,000	–	–	0.34%	52
2024 Q4	$579K	Hold	4,000	–	–	0.24%	58
2024 Q3	$604K	Hold	4,000	–	–	0.3%	54
2024 Q2	$626K	Hold	4,000	–	–	0.33%	54
2024 Q1	$639K	Hold	4,000	–	–	0.35%	47
2023 Q4	$609K	Hold	4,000	–	–	0.34%	49
2023 Q3	$666K	Hold	4,000	–	–	0.46%	42
2023 Q2	$629K	Hold	4,000	–	–	0.42%	44
2023 Q1	$683K	Hold	4,000	–	–	0.47%	41
2022 Q4	$718K	Hold	4,000	–	–	0.51%	39
2022 Q3	$575K	Buy	+4,000	New	+$610K	0.47%	41
2022 Q1	$651K	Hold	4,000	–	–	0.43%	47
2021 Q4	$469K	Hold	4,000	–	–	0.3%	57
2021 Q3	$417K	Hold	4,000	–	–	0.29%	57
2021 Q2	$419K	Buy	+4,000	New	+$422K	0.32%	51

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boit C.F. David's CVX Position: Q2 2026 in Review

Boit C.F. David held its Chevron (CVX) position steady in Q2 2026 at 4,000 shares worth $663K. The position accounts for 0.28% of the portfolio, ranked #55.

Boit C.F. David first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. The position peaked at $828K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Boit C.F. David held 4,000 shares of Chevron worth $663K as of Q2 2026.
Boit C.F. David left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.28% of Boit C.F. David's portfolio in Q2 2026, its #55 holding.
Boit C.F. David first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's Chevron position peaked at $828K in Q1 2026.
4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.