Baird Financial Group
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Baird Financial Group’s Chevron CVX Stock Holding History

Baird Financial Group’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 		$347M Buy
1,679,158
+106,281
+7% +$19.4M 0.54% 43
2025
Q4 		$240M Sell
1,572,877
-18,919
-1% -$2.88M 0.37% 56
2025
Q3 		$247M Sell
1,591,796
-11,771
-0.7% -$1.82M 0.4% 50
2025
Q2 		$230M Sell
1,603,567
-93,344
-6% -$13.2M 0.4% 50
2025
Q1 		$284M Sell
1,696,911
-8,388
-0.5% -$1.31M 0.55% 41
2024
Q4 		$247M Sell
1,705,299
-6,367
-0.4% -$975K 0.47% 41
2024
Q3 		$252M Sell
1,711,666
-103,310
-6% -$15.4M 0.49% 41
2024
Q2 		$284M Buy
1,814,976
+2,507
+0.1% +$400K 0.59% 35
2024
Q1 		$286M Buy
1,812,469
+107,610
+6% +$16.2M 0.6% 35
2023
Q4 		$254M Buy
1,704,859
+248,360
+17% +$37.6M 0.58% 35
2023
Q3 		$246M Buy
1,456,499
+51,065
+4% +$8.25M 0.67% 28
2023
Q2 		$221M Sell
1,405,434
-113,719
-7% -$18.2M 0.58% 35
2023
Q1 		$248M Sell
1,519,153
-53,117
-3% -$8.91M 0.61% 32
2022
Q4 		$282M Buy
1,572,270
+28,535
+2% +$4.98M 0.74% 26
2022
Q3 		$222M Buy
1,543,735
+66,870
+5% +$10.2M 0.65% 27
2022
Q2 		$214M Buy
1,476,865
+13,499
+0.9% +$2.23M 0.59% 35
2022
Q1 		$238M Sell
1,463,366
-23,538
-2% -$3.38M 0.59% 34
2021
Q4 		$174M Buy
1,486,904
+32,504
+2% +$3.69M 0.41% 54
2021
Q3 		$148M Buy
1,454,400
+24,350
+2% +$2.43M 0.38% 53
2021
Q2 		$150M Buy
1,430,050
+14,483
+1% +$1.53M 0.39% 54
2021
Q1 		$148M Buy
1,415,567
+90,112
+7% +$8.8M 0.42% 50
2020
Q4 		$112M Buy
1,325,455
+150,760
+13% +$12.2M 0.33% 65
2020
Q3 		$84.6M Sell
1,174,695
-166,502
-12% -$14M 0.29% 79
2020
Q2 		$120M Sell
1,341,197
-117,655
-8% -$10.5M 0.45% 46
2020
Q1 		$106M Sell
1,458,852
-653,177
-31% -$64.5M 0.48% 42
2019
Q4 		$255M Buy
2,112,029
+44,077
+2% +$5.19M 0.91% 16
2019
Q3 		$245M Buy
2,067,952
+72,861
+4% +$8.85M 0.97% 15
2019
Q2 		$248M Buy
1,995,091
+392,901
+25% +$47.5M 0.97% 16
2019
Q1 		$197M Buy
1,602,190
+34,147
+2% +$4.04M 1.15% 8
2018
Q4 		$171M Buy
1,568,043
+272,574
+21% +$31.6M 1.16% 9
2018
Q3 		$161M Buy
1,295,469
+30,128
+2% +$3.66M 1.01% 9
2018
Q2 		$160M Buy
1,265,341
+12,570
+1% +$1.56M 1.09% 8
2018
Q1 		$143M Buy
1,252,771
+35,705
+3% +$4.27M 1.01% 10
2017
Q4 		$152M Buy
1,217,066
+57,014
+5% +$6.76M 1.08% 11
2017
Q3 		$136M Sell
1,160,052
-30,197
-3% -$3.3M 1.03% 11
2017
Q2 		$124M Buy
1,190,249
+122,626
+11% +$13M 0.97% 12
2017
Q1 		$115M Sell
1,067,623
-2,511
-0.2% -$282K 0.93% 13
2016
Q4 		$126M Buy
1,070,134
+32,631
+3% +$3.55M 1.09% 12
2016
Q3 		$107M Buy
1,037,503
+23,288
+2% +$2.38M 0.96% 14
2016
Q2 		$107M Buy
1,014,215
+3,029
+0.3% +$305K 0.98% 15
2016
Q1 		$96.5M Buy
1,011,186
+74,304
+8% +$6.5M 0.92% 16
2015
Q4 		$84.3M Sell
936,882
-65,622
-7% -$5.92M 0.84% 18
2015
Q3 		$79.1M Sell
1,002,504
-17,415
-2% -$1.47M 0.84% 17
2015
Q2 		$98.4M Buy
+1,019,919
New +$107M 0.97% 11

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

Baird Financial Group's CVX Position: Q1 2026 in Review

Baird Financial Group increased its Chevron (CVX) stake by 6.8% in Q1 2026, buying an estimated $19.4M and bringing the position to 1,679,158 shares worth $347M. The position accounts for 0.54% of the portfolio, ranked #43.

Baird Financial Group first reported a position in CVX in Q2 2015 and has held it in 44 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Baird Financial Group held 1,679,158 shares of Chevron worth $347M as of Q1 2026.
  • Baird Financial Group bought 106,281 Chevron shares in Q1 2026, an estimated $19.4M.
  • Chevron made up 0.54% of Baird Financial Group's portfolio in Q1 2026, its #43 holding.
  • Baird Financial Group first reported a position in Chevron in Q2 2015 and has held it in 44 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.