BFM
CVX icon

Boston Financial Management’s Chevron CVX Stock Holding History

Boston Financial 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
2024
Q4 		$5.52M Sell
38,119
-2,550
-6% -$390K 0.17% 96
2024
Q3 		$5.99M Sell
40,669
-2,624
-6% -$391K 0.18% 94
2024
Q2 		$6.77M Sell
43,293
-1,665
-4% -$265K 0.22% 86
2024
Q1 		$7.09M Buy
44,958
+3,029
+7% +$457K 0.23% 84
2023
Q4 		$6.25M Sell
41,929
-1,647
-4% -$249K 0.21% 88
2023
Q3 		$7.35M Buy
43,576
+44
+0.1% +$7.11K 0.27% 76
2023
Q2 		$6.85M Buy
43,532
+2,148
+5% +$344K 0.25% 82
2023
Q1 		$6.75M Buy
41,384
+29,493
+248% +$4.94M 0.26% 78
2022
Q4 		$2.13M Sell
11,891
-75
-0.6% -$13.1K 0.09% 130
2022
Q3 		$1.72M Buy
11,966
+357
+3% +$54.4K 0.07% 138
2022
Q2 		$1.68M Buy
11,609
+815
+8% +$135K 0.07% 125
2022
Q1 		$1.76M Buy
10,794
+881
+9% +$126K 0.07% 131
2021
Q4 		$1.16M Buy
9,913
+373
+4% +$42.4K 0.04% 139
2021
Q3 		$968K Buy
9,540
+1,200
+14% +$120K 0.04% 140
2021
Q2 		$874K Sell
8,340
-10
-0.1% -$1.06K 0.04% 141
2021
Q1 		$875K Sell
8,350
-2,344
-22% -$229K 0.04% 132
2020
Q4 		$903K Sell
10,694
-2,257
-17% -$183K 0.04% 130
2020
Q3 		$932K Sell
12,951
-1,250
-9% -$105K 0.05% 130
2020
Q2 		$1.27M Sell
14,201
-6,054
-30% -$542K 0.07% 112
2020
Q1 		$1.47M Sell
20,255
-12,894
-39% -$1.27M 0.09% 104
2019
Q4 		$4M Sell
33,149
-2,348
-7% -$277K 0.22% 89
2019
Q3 		$4.21M Sell
35,497
-510
-1% -$61.9K 0.24% 91
2019
Q2 		$4.48M Sell
36,007
-147,712
-80% -$17.9M 0.26% 88
2019
Q1 		$22.6M Buy
183,719
+1,841
+1% +$218K 1.38% 23
2018
Q4 		$19.8M Sell
181,878
-5,180
-3% -$600K 1.37% 17
2018
Q3 		$22.9M Buy
187,058
+14,626
+8% +$1.77M 1.35% 15
2018
Q2 		$21.8M Sell
172,432
-5,625
-3% -$698K 1.47% 12
2018
Q1 		$20.3M Buy
178,057
+16,395
+10% +$1.96M 1.39% 13
2017
Q4 		$20.2M Buy
161,662
+2,354
+1% +$279K 1.35% 12
2017
Q3 		$18.7M Buy
159,308
+805
+0.5% +$87.9K 1.33% 10
2017
Q2 		$16.5M Buy
158,503
+3,668
+2% +$389K 1.19% 15
2017
Q1 		$16.6M Buy
154,835
+4,896
+3% +$549K 1.24% 13
2016
Q4 		$17.6M Buy
149,939
+5,034
+3% +$548K 1.39% 10
2016
Q3 		$14.9M Buy
144,905
+6,310
+5% +$644K 1.22% 14
2016
Q2 		$14.5M Buy
138,595
+87,702
+172% +$8.82M 1.18% 16
2016
Q1 		$4.86M Sell
50,893
-3,389
-6% -$296K 0.73% 52
2015
Q4 		$4.88M Sell
54,282
-436
-0.8% -$39.3K 0.7% 53
2015
Q3 		$4.32M Buy
54,718
+7,372
+16% +$621K 0.61% 58
2015
Q2 		$4.57M Sell
47,346
-2,205
-4% -$232K 0.59% 56
2015
Q1 		$5.2M Buy
49,551
+422
+0.9% +$45K 0.65% 52
2014
Q4 		$5.51M Buy
49,129
+5,402
+12% +$614K 0.69% 48
2014
Q3 		$5.22M Sell
43,727
-2,191
-5% -$280K 0.68% 48
2014
Q2 		$6M Sell
45,918
-2,087
-4% -$260K 0.79% 44
2014
Q1 		$5.71M Buy
48,005
+800
+2% +$93K 0.76% 42
2013
Q4 		$5.9M Buy
47,205
+1,757
+4% +$212K 0.81% 38
2013
Q3 		$5.52M Buy
45,448
+808
+2% +$99.3K 0.83% 38
2013
Q2 		$5.28M Buy
+44,640
New +$5.4M 0.82% 38

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Financial Management's CVX Position: Q4 2024 in Review

Boston Financial Management reduced its Chevron (CVX) stake by 6.3% in Q4 2024, selling an estimated $390K and leaving 38,119 shares worth $5.52M. The position accounts for 0.17% of the portfolio, ranked #96.

Boston Financial Management first reported a position in CVX in Q2 2013 and has held it in 47 quarters since. The position peaked at $22.9M in Q3 2018. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Boston Financial Management held 38,119 shares of Chevron worth $5.52M as of Q4 2024.
  • Boston Financial Management sold 2,550 Chevron shares in Q4 2024, an estimated $390K.
  • Chevron made up 0.17% of Boston Financial Management's portfolio in Q4 2024, its #96 holding.
  • Boston Financial Management first reported a position in Chevron in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Chevron position peaked at $22.9M in Q3 2018.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.