Boston Research & 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 | $1.22M | Sell |
8,520
-88
| -1% | -$12.6K | 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% | -$31.3K | 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% | -$10.2K | 0.39% | 66 |
|
|
2023
Q1 | $1.45M | Sell |
8,873
-110
| -1% | -$17.9K | 0.43% | 64 |
|
|
2022
Q4 | $1.61M | Sell |
8,983
-80
| -0.9% | -$14.4K | 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% | +$16.3K | 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% | +$1.57K | 0.3% | 66 |
|
|
2020
Q4 | $755K | Sell |
8,948
-1,380
| -13% | -$116K | 0.26% | 67 |
|
|
2020
Q3 | $743K | Sell |
10,328
-412
| -4% | -$29.6K | 0.29% | 65 |
|
|
2020
Q2 | $958K | Sell |
10,740
-90
| -0.8% | -$8.03K | 0.4% | 61 |
|
|
2020
Q1 | $784K | Buy |
10,830
+398
| +4% | +$28.8K | 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% | +$8.09K | 0.53% | 56 |
|
|
2019
Q1 | $1.28M | Buy |
10,367
+75
| +0.7% | +$9.24K | 0.53% | 55 |
|
|
2018
Q4 | $1.12M | Buy |
10,292
+1,100
| +12% | +$120K | 0.53% | 53 |
|
|
2018
Q3 | $1.12M | Sell |
9,192
-680
| -7% | -$83.1K | 0.51% | 58 |
|
|
2018
Q2 | $1.25M | Buy |
9,872
+280
| +3% | +$35.4K | 0.61% | 55 |
|
|
2018
Q1 | $1.09M | Hold |
9,592
| – | – | 0.56% | 56 |
|
|
2017
Q4 | $1.2M | Sell |
9,592
-1,110
| -10% | -$139K | 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% | +$9.66K | 0.63% | 55 |
|
|
2016
Q4 | $1.25M | Hold |
10,612
| – | – | 0.71% | 54 |
|
|
2016
Q3 | $1.09M | Buy |
10,612
+550
| +5% | +$56.6K | 0.63% | 57 |
|
|
2016
Q2 | $1.05M | Sell |
10,062
-50
| -0.5% | -$5.24K | 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% | -$11K | 0.54% | 64 |
|
|
2015
Q2 | $1.01M | Sell |
10,452
-210
| -2% | -$20.3K | 0.64% | 56 |
|
|
2015
Q1 | $1.12M | Sell |
10,662
-427
| -4% | -$44.8K | 0.71% | 53 |
|
|
2014
Q4 | $1.24M | Sell |
11,089
-522
| -4% | -$58.5K | 0.78% | 51 |
|
|
2014
Q3 | $1.39M | Hold |
11,611
| – | – | 0.93% | 49 |
|
|
2014
Q2 | $1.52M | Buy |
11,611
+462
| +4% | +$60.3K | 1.05% | 48 |
|
|
2014
Q1 | $1.33M | Buy |
11,149
+200
| +2% | +$23.8K | 0.97% | 48 |
|
|
2013
Q4 | $1.37M | Sell |
10,949
-248
| -2% | -$31K | 1.05% | 47 |
|
|
2013
Q3 | $1.36M | Hold |
11,197
| – | – | 1.15% | 46 |
|
|
2013
Q2 | $1.33M | Buy |
+11,197
| New | +$1.33M | 1.18% | 46 |
|