Boston Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
114,116
+2,807
| +3% | +$402K | 1.09% | 28 |
|
|
2025
Q1 | $18.6M | Sell |
111,309
-950
| -0.8% | -$159K | 1.32% | 26 |
|
|
2024
Q4 | $16.3M | Buy |
112,259
+1,793
| +2% | +$260K | 1.12% | 30 |
|
|
2024
Q3 | $16.3M | Sell |
110,466
-3,149
| -3% | -$464K | 1.1% | 29 |
|
|
2024
Q2 | $17.8M | Buy |
113,615
+1,755
| +2% | +$275K | 1.28% | 25 |
|
|
2024
Q1 | $17.6M | Buy |
111,860
+504
| +0.5% | +$79.5K | 1.27% | 25 |
|
|
2023
Q4 | $16.6M | Buy |
111,356
+9,048
| +9% | +$1.35M | 1.25% | 26 |
|
|
2023
Q3 | $17.3M | Buy |
102,308
+2,808
| +3% | +$473K | 1.41% | 24 |
|
|
2023
Q2 | $15.7M | Buy |
99,500
+29,601
| +42% | +$4.66M | 1.2% | 27 |
|
|
2023
Q1 | $11.4M | Buy |
69,899
+9,638
| +16% | +$1.57M | 0.91% | 33 |
|
|
2022
Q4 | $10.8M | Sell |
60,261
-254
| -0.4% | -$45.6K | 0.9% | 39 |
|
|
2022
Q3 | $8.69M | Buy |
60,515
+71
| +0.1% | +$10.2K | 0.77% | 43 |
|
|
2022
Q2 | $8.75M | Buy |
60,444
+1,939
| +3% | +$281K | 0.73% | 44 |
|
|
2022
Q1 | $9.53M | Sell |
58,505
-845
| -1% | -$138K | 0.68% | 45 |
|
|
2021
Q4 | $6.97M | Sell |
59,350
-408
| -0.7% | -$47.9K | 0.45% | 64 |
|
|
2021
Q3 | $6.06M | Sell |
59,758
-959
| -2% | -$97.3K | 0.44% | 66 |
|
|
2021
Q2 | $6.36M | Sell |
60,717
-537
| -0.9% | -$56.2K | 0.45% | 61 |
|
|
2021
Q1 | $6.84M | Sell |
61,254
-5,106
| -8% | -$570K | 0.51% | 57 |
|
|
2020
Q4 | $5.6M | Sell |
66,360
-3,975
| -6% | -$336K | 0.43% | 61 |
|
|
2020
Q3 | $5.06M | Buy |
70,335
+2,488
| +4% | +$179K | 0.46% | 57 |
|
|
2020
Q2 | $6.05M | Sell |
67,847
-304
| -0.4% | -$27.1K | 0.59% | 51 |
|
|
2020
Q1 | $4.94M | Buy |
68,151
+14,628
| +27% | +$1.06M | 0.58% | 50 |
|
|
2019
Q4 | $6.45M | Buy |
53,523
+8,233
| +18% | +$992K | 0.61% | 52 |
|
|
2019
Q3 | $5.37M | Buy |
45,290
+1,635
| +4% | +$194K | 0.56% | 53 |
|
|
2019
Q2 | $5.43M | Buy |
43,655
+4,238
| +11% | +$527K | 0.56% | 54 |
|
|
2019
Q1 | $4.86M | Buy |
39,417
+418
| +1% | +$51.5K | 0.52% | 56 |
|
|
2018
Q4 | $4.24M | Sell |
38,999
-28
| -0.1% | -$3.05K | 0.53% | 58 |
|
|
2018
Q3 | $4.77M | Sell |
39,027
-1,749
| -4% | -$214K | 0.5% | 61 |
|
|
2018
Q2 | $5.16M | Sell |
40,776
-2,510
| -6% | -$317K | 0.58% | 60 |
|
|
2018
Q1 | $4.94M | Sell |
43,286
-1,805
| -4% | -$206K | 0.56% | 64 |
|
|
2017
Q4 | $5.65M | Buy |
45,091
+2,410
| +6% | +$302K | 0.62% | 58 |
|
|
2017
Q3 | $5.02M | Buy |
42,681
+2,745
| +7% | +$323K | 0.57% | 61 |
|
|
2017
Q2 | $4.17M | Buy |
39,936
+895
| +2% | +$93.4K | 0.49% | 66 |
|
|
2017
Q1 | $4.19M | Buy |
39,041
+3,380
| +9% | +$363K | 0.52% | 64 |
|
|
2016
Q4 | $4.2M | Sell |
35,661
-23
| -0.1% | -$2.71K | 0.55% | 60 |
|
|
2016
Q3 | $3.67M | Sell |
35,684
-98
| -0.3% | -$10.1K | 0.48% | 69 |
|
|
2016
Q2 | $3.75M | Buy |
35,782
+783
| +2% | +$82.1K | 0.49% | 68 |
|
|
2016
Q1 | $3.34M | Buy |
34,999
+243
| +0.7% | +$23.2K | 0.44% | 74 |
|
|
2015
Q4 | $3.13M | Sell |
34,756
-457
| -1% | -$41.1K | 0.43% | 77 |
|
|
2015
Q3 | $2.78M | Sell |
35,213
-7,043
| -17% | -$556K | 0.39% | 80 |
|
|
2015
Q2 | $4.08M | Buy |
42,256
+806
| +2% | +$77.7K | 0.51% | 66 |
|
|
2015
Q1 | $4.35M | Sell |
41,450
-113
| -0.3% | -$11.9K | 0.54% | 63 |
|
|
2014
Q4 | $4.66M | Sell |
41,563
-410
| -1% | -$46K | 0.58% | 56 |
|
|
2014
Q3 | $5.01M | Buy |
41,973
+29
| +0.1% | +$3.46K | 0.64% | 50 |
|
|
2014
Q2 | $5.48M | Sell |
41,944
-402
| -0.9% | -$52.5K | 0.7% | 50 |
|
|
2014
Q1 | $5.04M | Sell |
42,346
-2,144
| -5% | -$255K | 0.67% | 50 |
|
|
2013
Q4 | $5.56M | Buy |
44,490
+1,413
| +3% | +$176K | 0.73% | 42 |
|
|
2013
Q3 | $5.23M | Sell |
43,077
-432
| -1% | -$52.5K | 0.74% | 43 |
|
|
2013
Q2 | $5.15M | Buy |
+43,509
| New | +$5.15M | 0.78% | 40 |
|