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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Boothe Investment Group's CVX Position: Q2 2026 in Review

Boothe Investment Group reduced its Chevron (CVX) stake by 15% in Q2 2026, selling an estimated $684K and leaving 20,499 shares worth $3.4M. The position accounts for 1.07% of the portfolio, ranked #23.

Boothe Investment Group first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.61M in Q2 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Boothe Investment Group held 20,499 shares of Chevron worth $3.4M as of Q2 2026.
  • Boothe Investment Group sold 3,674 Chevron shares in Q2 2026, an estimated $684K.
  • Chevron made up 1.07% of Boothe Investment Group's portfolio in Q2 2026, its #23 holding.
  • Boothe Investment Group first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Boothe Investment Group's Chevron position peaked at $8.61M in Q2 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.