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Boltwood Capital Management’s Chevron CVX Stock Holding History

Boltwood 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 		$3.79M Buy
22,860
+95
+0.4% +$17.7K 0.87% 31
2026
Q1 		$4.71M Sell
22,765
-20
-0.1% -$3.65K 1.2% 24
2025
Q4 		$3.47M Buy
22,785
+30
+0.1% +$4.57K 0.9% 28
2025
Q3 		$3.53M Buy
22,755
+20
+0.1% +$3.1K 0.94% 27
2025
Q2 		$3.26M Buy
22,735
+20
+0.1% +$2.82K 0.93% 27
2025
Q1 		$3.8M Buy
22,715
+50
+0.2% +$7.83K 1.16% 25
2024
Q4 		$3.28M Sell
22,665
-68
-0.3% -$10.4K 1% 26
2024
Q3 		$3.35M Sell
22,733
-65
-0.3% -$9.68K 0.99% 26
2024
Q2 		$3.57M Buy
22,798
+60
+0.3% +$9.57K 1.11% 25
2024
Q1 		$3.59M Sell
22,738
-210
-0.9% -$31.7K 1.11% 23
2023
Q4 		$3.42M Sell
22,948
-170
-0.7% -$25.7K 1.13% 21
2023
Q3 		$3.9M Buy
23,118
+14
+0.1% +$2.26K 1.44% 16
2023
Q2 		$3.64M Sell
23,104
-840
-4% -$135K 1.31% 18
2023
Q1 		$3.91M Buy
23,944
+244
+1% +$40.9K 1.46% 17
2022
Q4 		$4.25M Sell
23,700
-192
-0.8% -$33.5K 1.73% 13
2022
Q3 		$3.43M Sell
23,892
-2,810
-11% -$429K 1.57% 15
2022
Q2 		$3.87M Buy
26,702
+217
+0.8% +$35.9K 1.67% 13
2022
Q1 		$4.31M Sell
26,485
-291
-1% -$41.7K 1.67% 12
2021
Q4 		$3.14M Sell
26,776
-25
-0.1% -$2.84K 1.16% 24
2021
Q3 		$2.72M Sell
26,801
-445
-2% -$44.4K 1.1% 28
2021
Q2 		$2.85M Sell
27,246
-235
-0.9% -$24.8K 1.19% 23
2021
Q1 		$2.88M Buy
27,481
+560
+2% +$54.7K 1.28% 21
2020
Q4 		$2.27M Sell
26,921
-500
-2% -$40.5K 1.1% 28
2020
Q3 		$1.97M Sell
27,421
-4,615
-14% -$388K 1.1% 27
2020
Q2 		$2.86M Sell
32,036
-75
-0.2% -$6.71K 1.73% 15
2020
Q1 		$2.33M Sell
32,111
-1,655
-5% -$164K 1.65% 17
2019
Q4 		$4.07M Sell
33,766
-711
-2% -$83.7K 2.28% 6
2019
Q3 		$4.09M Sell
34,477
-1,315
-4% -$160K 2.57% 3
2019
Q2 		$4.45M Sell
35,792
-600
-2% -$72.5K 2.84% 2
2019
Q1 		$4.48M Sell
36,392
-449
-1% -$53.1K 2.92% 2
2018
Q4 		$4.01M Sell
36,841
-62
-0.2% -$7.18K 2.74% 2
2018
Q3 		$4.51M Buy
36,903
+100
+0.3% +$12.1K 2.69% 4
2018
Q2 		$4.65M Sell
36,803
-2,455
-6% -$305K 3.03% 2
2018
Q1 		$4.48M Sell
39,258
-902
-2% -$108K 3.06% 2
2017
Q4 		$5.03M Sell
40,160
-145
-0.4% -$17.2K 3.08% 3
2017
Q3 		$4.74M Sell
40,305
-250
-0.6% -$27.3K 3.08% 3
2017
Q2 		$4.23M Buy
40,555
+1,750
+5% +$185K 2.86% 3
2017
Q1 		$4.17M Buy
38,805
+1,425
+4% +$160K 2.92% 3
2016
Q4 		$4.4M Buy
37,380
+850
+2% +$92.6K 3.36% 2
2016
Q3 		$3.76M Sell
36,530
-65
-0.2% -$6.64K 3.02% 3
2016
Q2 		$3.84M Buy
36,595
+10
+0% +$1.01K 3.19% 4
2016
Q1 		$3.49M Buy
36,585
+2,125
+6% +$186K 3.07% 4
2015
Q4 		$3.09M Sell
34,460
-843
-2% -$76K 2.83% 5
2015
Q3 		$2.79M Buy
35,303
+100
+0.3% +$8.42K 2.97% 6
2015
Q2 		$3.4M Sell
35,203
-44,227
-56% -$4.64M 3.34% 4
2015
Q1 		$8.34M Buy
79,430
+100
+0.1% +$10.7K 2.44% 15
2014
Q4 		$8.9M Buy
79,330
+50
+0.1% +$5.68K 2.54% 16
2014
Q3 		$9.46M Sell
79,280
-2,939
-4% -$375K 2.8% 14
2014
Q2 		$10.7M Buy
82,219
+1,881
+2% +$234K 3.17% 11
2014
Q1 		$9.55M Sell
80,338
-948
-1% -$110K 3.01% 12
2013
Q4 		$10.2M Buy
81,286
+80
+0.1% +$9.67K 3.32% 10
2013
Q3 		$9.87M Buy
81,206
+150
+0.2% +$18.4K 3.57% 9
2013
Q2 		$9.59M Buy
+81,056
New +$9.8M 3.95% 5

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Boltwood Capital Management increased its Chevron (CVX) stake by 0.42% in Q2 2026, buying an estimated $17.7K and bringing the position to 22,860 shares worth $3.79M. The position accounts for 0.87% of the portfolio, ranked #31.

Boltwood Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q2 2014. 1,143 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Boltwood Capital Management held 22,860 shares of Chevron worth $3.79M as of Q2 2026.
  • Boltwood Capital Management bought 95 Chevron shares in Q2 2026, an estimated $17.7K.
  • Chevron made up 0.87% of Boltwood Capital Management's portfolio in Q2 2026, its #31 holding.
  • Boltwood Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's Chevron position peaked at $10.7M in Q2 2014.
  • 1,143 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.