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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boit C.F. David's CVX Position: Q1 2026 in Review

Boit C.F. David held its Chevron (CVX) position steady in Q1 2026 at 4,000 shares worth $828K. The position accounts for 0.37% of the portfolio, ranked #51.

Boit C.F. David first reported a position in CVX in Q2 2021 and has held it in 19 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Boit C.F. David held 4,000 shares of Chevron worth $828K as of Q1 2026.
Boit C.F. David left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.37% of Boit C.F. David's portfolio in Q1 2026, its #51 holding.
Boit C.F. David first reported a position in Chevron in Q2 2021 and has held it in 19 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.