Boothe Investment Group’s Chevron CVX Stock Holding History

Boothe Investment Group’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	$3.4M	Sell	20,499 -3,674	-15%	-$684K	1.07%	23
2026 Q1	$5M	Sell	24,173 -406	-2%	-$74K	1.61%	22
2025 Q4	$3.75M	Buy	24,579 +795	+3%	+$121K	1.34%	21
2025 Q3	$3.69M	Sell	23,784 -20,420	-46%	-$3.16M	1.35%	22
2025 Q2	$6.33M	Buy	44,204 +5,797	+15%	+$817K	2.41%	18
2025 Q1	$6.43M	Sell	38,407 -3,339	-8%	-$523K	2.93%	13
2024 Q4	$6.05M	Buy	41,746 +2,394	+6%	+$366K	2.63%	16
2024 Q3	$5.79M	Sell	39,352 -15,669	-28%	-$2.33M	2.65%	16
2024 Q2	$8.61M	Buy	55,021 +8,169	+17%	+$1.3M	3.99%	7
2024 Q1	$7.39M	Buy	46,852 +640	+1%	+$96.6K	3.73%	10
2023 Q4	$6.89M	Sell	46,212 -152	-0.3%	-$23K	3.11%	10
2023 Q3	$7.82M	Buy	+46,364	New	+$7.49M	3.94%	6

Other funds holding CVX

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return