BRM
CVX icon

Boston Research & Management’s Chevron CVX Stock Holding History

Boston Research & 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
Q1 		$1.6M Sell
7,720
-200
-3% -$36.5K 0.38% 62
2025
Q4 		$1.21M Sell
7,920
-600
-7% -$91.4K 0.28% 68
2025
Q3 		$1.32M Hold
8,520
– – 0.29% 67
2025
Q2 		$1.22M Sell
8,520
-88
-1% -$12.4K 0.29% 66
2025
Q1 		$1.44M Hold
8,608
– – 0.36% 64
2024
Q4 		$1.25M Hold
8,608
– – 0.31% 68
2024
Q3 		$1.27M Hold
8,608
– – 0.3% 70
2024
Q2 		$1.35M Sell
8,608
-200
-2% -$31.9K 0.34% 68
2024
Q1 		$1.39M Hold
8,808
– – 0.34% 66
2023
Q4 		$1.31M Hold
8,808
– – 0.35% 65
2023
Q3 		$1.49M Hold
8,808
– – 0.44% 66
2023
Q2 		$1.39M Sell
8,808
-65
-0.7% -$10.4K 0.39% 66
2023
Q1 		$1.45M Sell
8,873
-110
-1% -$18.4K 0.43% 64
2022
Q4 		$1.61M Sell
8,983
-80
-0.9% -$14K 0.5% 65
2022
Q3 		$1.3M Hold
9,063
– – 0.44% 65
2022
Q2 		$1.31M Hold
9,063
– – 0.43% 66
2022
Q1 		$1.48M Buy
9,063
+100
+1% +$14.3K 0.43% 65
2021
Q4 		$1.05M Hold
8,963
– – 0.29% 69
2021
Q3 		$909K Hold
8,963
– – 0.27% 71
2021
Q2 		$938K Hold
8,963
– – 0.28% 69
2021
Q1 		$939K Buy
8,963
+15
+0.2% +$1.47K 0.3% 66
2020
Q4 		$755K Sell
8,948
-1,380
-13% -$112K 0.26% 67
2020
Q3 		$743K Sell
10,328
-412
-4% -$34.7K 0.29% 65
2020
Q2 		$958K Sell
10,740
-90
-0.8% -$8.06K 0.4% 61
2020
Q1 		$784K Buy
10,830
+398
+4% +$39.3K 0.39% 58
2019
Q4 		$1.26M Hold
10,432
– – 0.47% 57
2019
Q3 		$1.24M Hold
10,432
– – 0.49% 55
2019
Q2 		$1.3M Buy
10,432
+65
+0.6% +$7.86K 0.53% 56
2019
Q1 		$1.28M Buy
10,367
+75
+0.7% +$8.87K 0.53% 55
2018
Q4 		$1.12M Buy
10,292
+1,100
+12% +$127K 0.53% 53
2018
Q3 		$1.12M Sell
9,192
-680
-7% -$82.5K 0.51% 58
2018
Q2 		$1.25M Buy
9,872
+280
+3% +$34.8K 0.61% 55
2018
Q1 		$1.09M Hold
9,592
– – 0.56% 56
2017
Q4 		$1.2M Sell
9,592
-1,110
-10% -$132K 0.6% 54
2017
Q3 		$1.26M Hold
10,702
– – 0.64% 54
2017
Q2 		$1.12M Hold
10,702
– – 0.6% 55
2017
Q1 		$1.15M Buy
10,702
+90
+0.8% +$10.1K 0.63% 55
2016
Q4 		$1.25M Hold
10,612
– – 0.71% 54
2016
Q3 		$1.09M Buy
10,612
+550
+5% +$56.2K 0.63% 57
2016
Q2 		$1.05M Sell
10,062
-50
-0.5% -$5.03K 0.64% 57
2016
Q1 		$964K Hold
10,112
– – 0.6% 56
2015
Q4 		$909K Sell
10,112
-200
-2% -$18K 0.57% 59
2015
Q3 		$813K Sell
10,312
-140
-1% -$11.8K 0.54% 64
2015
Q2 		$1.01M Sell
10,452
-210
-2% -$22.1K 0.64% 56
2015
Q1 		$1.12M Sell
10,662
-427
-4% -$45.6K 0.71% 53
2014
Q4 		$1.24M Sell
11,089
-522
-4% -$59.3K 0.78% 51
2014
Q3 		$1.39M Hold
11,611
– – 0.93% 49
2014
Q2 		$1.51M Buy
11,611
+462
+4% +$57.5K 1.05% 48
2014
Q1 		$1.32M Buy
11,149
+200
+2% +$23.3K 0.97% 48
2013
Q4 		$1.37M Sell
10,949
-248
-2% -$30K 1.05% 47
2013
Q3 		$1.36M Hold
11,197
– – 1.15% 46
2013
Q2 		$1.32M Buy
+11,197
New +$1.35M 1.18% 46

Other funds holding CVX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Research & Management's CVX Position: Q1 2026 in Review

Boston Research & Management reduced its Chevron (CVX) stake by 2.5% in Q1 2026, selling an estimated $36.5K and leaving 7,720 shares worth $1.6M. The position accounts for 0.38% of the portfolio, ranked #62.

Boston Research & Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.61M in Q4 2022. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Boston Research & Management held 7,720 shares of Chevron worth $1.6M as of Q1 2026.
  • Boston Research & Management sold 200 Chevron shares in Q1 2026, an estimated $36.5K.
  • Chevron made up 0.38% of Boston Research & Management's portfolio in Q1 2026, its #62 holding.
  • Boston Research & Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Boston Research & Management's Chevron position peaked at $1.61M in Q4 2022.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.