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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BOS Asset Management's CVX Position: Q2 2026 in Review

BOS Asset Management reduced its Chevron (CVX) stake by 0.27% in Q2 2026, selling an estimated $4.47K and leaving 8,873 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #62.

BOS Asset Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

BOS Asset Management held 8,873 shares of Chevron worth $1.47M as of Q2 2026.
BOS Asset Management sold 24 Chevron shares in Q2 2026, an estimated $4.47K.
Chevron made up 0.34% of BOS Asset Management's portfolio in Q2 2026, its #62 holding.
BOS Asset Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's Chevron position peaked at $1.84M in Q1 2026.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.