Wilson & Boucher Capital Management’s Chevron CVX Stock Holding History

Wilson & Boucher Capital 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 Q2	$475K	Hold	2,866	–	–	0.28%	79
2026 Q1	$593K	Hold	2,866	–	–	0.39%	63
2025 Q4	$437K	Buy	2,866 +1	+0%	+$152	0.29%	77
2025 Q3	$445K	Hold	2,865	–	–	0.29%	79
2025 Q2	$410K	Hold	2,865	–	–	0.29%	81
2025 Q1	$479K	Sell	2,865 -600	-17%	-$93.9K	0.36%	76
2024 Q4	$502K	Sell	3,465 -59	-2%	-$9.03K	0.36%	73
2024 Q3	$519K	Hold	3,524	–	–	0.36%	73
2024 Q2	$551K	Sell	3,524 -105	-3%	-$16.7K	0.42%	64
2024 Q1	$572K	Sell	3,629 -475	-12%	-$71.7K	0.45%	64
2023 Q4	$612K	Buy	4,104 +1	+0%	+$151	0.52%	59
2023 Q3	$692K	Hold	4,103	–	–	0.66%	48
2023 Q2	$646K	Sell	4,103 -95	-2%	-$15.2K	0.58%	50
2023 Q1	$685K	Buy	4,198 +28	+0.7%	+$4.69K	0.66%	48
2022 Q4	$749K	Sell	4,170 -50	-1%	-$8.72K	0.77%	44
2022 Q3	$606K	Hold	4,220	–	–	0.71%	48
2022 Q2	$611K	Buy	4,220 +60	+1%	+$9.92K	0.67%	48
2022 Q1	$677K	Hold	4,160	–	–	0.61%	52
2021 Q4	$488K	Buy	+4,160	New	+$473K	0.44%	67

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wilson & Boucher Capital Management's CVX Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Chevron (CVX) position steady in Q2 2026 at 2,866 shares worth $475K. The position accounts for 0.28% of the portfolio, ranked #79.

Wilson & Boucher Capital Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $749K in Q4 2022. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wilson & Boucher Capital Management held 2,866 shares of Chevron worth $475K as of Q2 2026.
Wilson & Boucher Capital Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.28% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #79 holding.
Wilson & Boucher Capital Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Wilson & Boucher Capital Management's Chevron position peaked at $749K in Q4 2022.
4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.