Boston Family Office’s Chevron CVX Stock Holding History

Boston Family Office’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 Q1	$21.5M	Sell	103,685 -6,304	-6%	-$1.15M	1.43%	17
2025 Q4	$16.8M	Sell	109,989 -2,865	-3%	-$436K	1.06%	30
2025 Q3	$17.5M	Sell	112,854 -1,262	-1%	-$195K	1.12%	28
2025 Q2	$16.3M	Buy	114,116 +2,807	+3%	+$396K	1.09%	28
2025 Q1	$18.6M	Sell	111,309 -950	-0.8%	-$149K	1.32%	26
2024 Q4	$16.3M	Buy	112,259 +1,793	+2%	+$274K	1.12%	30
2024 Q3	$16.3M	Sell	110,466 -3,149	-3%	-$469K	1.1%	29
2024 Q2	$17.8M	Buy	113,615 +1,755	+2%	+$280K	1.28%	25
2024 Q1	$17.6M	Buy	111,860 +504	+0.5%	+$76.1K	1.27%	25
2023 Q4	$16.6M	Buy	111,356 +9,048	+9%	+$1.37M	1.25%	26
2023 Q3	$17.3M	Buy	102,308 +2,808	+3%	+$454K	1.41%	24
2023 Q2	$15.7M	Buy	99,500 +29,601	+42%	+$4.75M	1.2%	27
2023 Q1	$11.4M	Buy	69,899 +9,638	+16%	+$1.62M	0.91%	33
2022 Q4	$10.8M	Sell	60,261 -254	-0.4%	-$44.3K	0.9%	39
2022 Q3	$8.69M	Buy	60,515 +71	+0.1%	+$10.8K	0.77%	43
2022 Q2	$8.75M	Buy	60,444 +1,939	+3%	+$321K	0.73%	44
2022 Q1	$9.53M	Sell	58,505 -845	-1%	-$121K	0.68%	45
2021 Q4	$6.96M	Sell	59,350 -408	-0.7%	-$46.3K	0.45%	64
2021 Q3	$6.06M	Sell	59,758 -959	-2%	-$95.7K	0.44%	66
2021 Q2	$6.36M	Sell	60,717 -537	-0.9%	-$56.7K	0.45%	61
2021 Q1	$6.84M	Sell	61,254 -5,106	-8%	-$499K	0.51%	57
2020 Q4	$5.6M	Sell	66,360 -3,975	-6%	-$322K	0.43%	61
2020 Q3	$5.06M	Buy	70,335 +2,488	+4%	+$209K	0.46%	57
2020 Q2	$6.05M	Sell	67,847 -304	-0.4%	-$27.2K	0.59%	51
2020 Q1	$4.94M	Buy	68,151 +14,628	+27%	+$1.45M	0.58%	50
2019 Q4	$6.45M	Buy	53,523 +8,233	+18%	+$970K	0.61%	52
2019 Q3	$5.37M	Buy	45,290 +1,635	+4%	+$199K	0.56%	53
2019 Q2	$5.43M	Buy	43,655 +4,238	+11%	+$512K	0.56%	54
2019 Q1	$4.86M	Buy	39,417 +418	+1%	+$49.5K	0.52%	56
2018 Q4	$4.24M	Sell	38,999 -28	-0.1%	-$3.24K	0.53%	58
2018 Q3	$4.77M	Sell	39,027 -1,749	-4%	-$212K	0.5%	61
2018 Q2	$5.16M	Sell	40,776 -2,510	-6%	-$312K	0.58%	60
2018 Q1	$4.94M	Sell	43,286 -1,805	-4%	-$216K	0.56%	64
2017 Q4	$5.64M	Buy	45,091 +2,410	+6%	+$286K	0.62%	58
2017 Q3	$5.01M	Buy	42,681 +2,745	+7%	+$300K	0.57%	61
2017 Q2	$4.17M	Buy	39,936 +895	+2%	+$94.8K	0.49%	66
2017 Q1	$4.19M	Buy	39,041 +3,380	+9%	+$379K	0.52%	64
2016 Q4	$4.2M	Sell	35,661 -23	-0.1%	-$2.5K	0.55%	60
2016 Q3	$3.67M	Sell	35,684 -98	-0.3%	-$10K	0.48%	69
2016 Q2	$3.75M	Buy	35,782 +783	+2%	+$78.8K	0.49%	68
2016 Q1	$3.34M	Buy	34,999 +243	+0.7%	+$21.3K	0.44%	74
2015 Q4	$3.13M	Sell	34,756 -457	-1%	-$41.2K	0.43%	77
2015 Q3	$2.78M	Sell	35,213 -7,043	-17%	-$593K	0.39%	80
2015 Q2	$4.08M	Buy	42,256 +806	+2%	+$84.6K	0.51%	66
2015 Q1	$4.35M	Sell	41,450 -113	-0.3%	-$12.1K	0.54%	63
2014 Q4	$4.66M	Sell	41,563 -410	-1%	-$46.6K	0.58%	56
2014 Q3	$5.01M	Buy	41,973 +29	+0.1%	+$3.7K	0.64%	50
2014 Q2	$5.48M	Sell	41,944 -402	-0.9%	-$50K	0.7%	50
2014 Q1	$5.04M	Sell	42,346 -2,144	-5%	-$249K	0.67%	50
2013 Q4	$5.56M	Buy	44,490 +1,413	+3%	+$171K	0.73%	42
2013 Q3	$5.23M	Sell	43,077 -432	-1%	-$53.1K	0.74%	43
2013 Q2	$5.15M	Buy	+43,509	New	+$5.26M	0.78%	40

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Family Office's CVX Position: Q1 2026 in Review

Boston Family Office reduced its Chevron (CVX) stake by 5.7% in Q1 2026, selling an estimated $1.15M and leaving 103,685 shares worth $21.5M. The position accounts for 1.43% of the portfolio, ranked #17.

Boston Family Office first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Boston Family Office held 103,685 shares of Chevron worth $21.5M as of Q1 2026.
Boston Family Office sold 6,304 Chevron shares in Q1 2026, an estimated $1.15M.
Chevron made up 1.43% of Boston Family Office's portfolio in Q1 2026, its #17 holding.
Boston Family Office first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.