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Baker Avenue Asset Management’s Chevron CVX Stock Holding History

Baker Avenue Asset 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
Q2 		– Sell
-21,000
Closed -$3.31K – 390
2024
Q1 		$3.31K Buy
+21,000
New +$3.17M ﹤0.01% 367

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Massachusetts Financial Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Baker Avenue Asset Management's CVX Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Chevron (CVX) stake by 9.1% in Q2 2026, buying an estimated $464K and bringing the position to 29,945 shares worth $4.96M. The position accounts for 0.09% of the portfolio, ranked #149.

Baker Avenue Asset Management first reported a position in CVX in Q3 2013 and has held it in 48 quarters since. The position peaked at $5.68M in Q1 2026. 2,447 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Baker Avenue Asset Management held 29,945 shares of Chevron worth $4.96M as of Q2 2026.
  • Baker Avenue Asset Management bought 2,491 Chevron shares in Q2 2026, an estimated $464K.
  • Chevron made up 0.09% of Baker Avenue Asset Management's portfolio in Q2 2026, its #149 holding.
  • Baker Avenue Asset Management first reported a position in Chevron in Q3 2013 and has held it in 48 quarters since.
  • Baker Avenue Asset Management's Chevron position peaked at $5.68M in Q1 2026.
  • 2,447 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.