BOS Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
8,862
-242
| -3% | -$34.7K | 0.4% | 49 |
|
|
2025
Q1 | $1.52M | Buy |
9,104
+815
| +10% | +$136K | 0.52% | 40 |
|
|
2024
Q4 | $1.2M | Sell |
8,289
-869
| -9% | -$126K | 0.43% | 45 |
|
|
2024
Q3 | $1.35M | Hold |
9,158
| – | – | 0.5% | 38 |
|
|
2024
Q2 | $1.43M | Sell |
9,158
-100
| -1% | -$15.6K | 0.66% | 31 |
|
|
2024
Q1 | $1.46M | Sell |
9,258
-65
| -0.7% | -$10.3K | 0.77% | 30 |
|
|
2023
Q4 | $1.39M | Buy |
9,323
+122
| +1% | +$18.2K | 0.95% | 26 |
|
|
2023
Q3 | $1.55M | Buy |
9,201
+13
| +0.1% | +$2.19K | 1.14% | 21 |
|
|
2023
Q2 | $1.45M | Buy |
9,188
+272
| +3% | +$42.8K | 1.12% | 24 |
|
|
2023
Q1 | $1.45M | Sell |
8,916
-671
| -7% | -$109K | 1.21% | 23 |
|
|
2022
Q4 | $1.72M | Buy |
+9,587
| New | +$1.72M | 1.54% | 17 |
|