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BOS Asset Management’s Chevron CVX Stock Holding History

BOS Asset 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
Q3 		$1.81M Buy
8,875
+2
+0% +$394 0.42% 49
2026
Q2 		$1.47M Sell
8,873
-24
-0.3% -$4.47K 0.34% 62
2026
Q1 		$1.84M Buy
8,897
+46
+0.5% +$8.39K 0.47% 45
2025
Q4 		$1.35M Buy
8,851
+2
+0% +$305 0.36% 55
2025
Q3 		$1.37M Sell
8,849
-13
-0.1% -$2.01K 0.39% 50
2025
Q2 		$1.27M Sell
8,862
-242
-3% -$34.1K 0.4% 49
2025
Q1 		$1.52M Buy
9,104
+815
+10% +$128K 0.52% 40
2024
Q4 		$1.2M Sell
8,289
-869
-9% -$133K 0.43% 45
2024
Q3 		$1.35M Hold
9,158
– – 0.5% 38
2024
Q2 		$1.43M Sell
9,158
-100
-1% -$15.9K 0.66% 31
2024
Q1 		$1.46M Sell
9,258
-65
-0.7% -$9.81K 0.77% 30
2023
Q4 		$1.39M Buy
9,323
+122
+1% +$18.5K 0.95% 26
2023
Q3 		$1.55M Buy
9,201
+13
+0.1% +$2.1K 1.14% 21
2023
Q2 		$1.45M Buy
9,188
+272
+3% +$43.6K 1.12% 24
2023
Q1 		$1.45M Sell
8,916
-671
-7% -$112K 1.21% 23
2022
Q4 		$1.72M Buy
+9,587
New +$1.67M 1.54% 17

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

BOS Asset Management's CVX Position: Q3 2026 in Review

BOS Asset Management increased its Chevron (CVX) stake by 0.02% in Q3 2026, buying an estimated $394 and bringing the position to 8,875 shares worth $1.81M. The position accounts for 0.42% of the portfolio, ranked #49.

BOS Asset Management first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.84M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • BOS Asset Management held 8,875 shares of Chevron worth $1.81M as of Q3 2026.
  • BOS Asset Management bought 2 Chevron shares in Q3 2026, an estimated $394.
  • Chevron made up 0.42% of BOS Asset Management's portfolio in Q3 2026, its #49 holding.
  • BOS Asset Management first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's Chevron position peaked at $1.84M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.