Baker Boyer National Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $697K | Buy |
4,206
+1,588
| +61% | +$296K | 0.19% | 41 |
|
|
2026
Q1 | $542K | Sell |
2,618
-59
| -2% | -$10.8K | 0.16% | 50 |
|
|
2025
Q4 | $408K | Sell |
2,677
-1,473
| -35% | -$224K | 0.12% | 58 |
|
|
2025
Q3 | $644K | Buy |
4,150
+899
| +28% | +$139K | 0.21% | 39 |
|
|
2025
Q2 | $466K | Buy |
3,251
+840
| +35% | +$118K | 0.16% | 46 |
|
|
2025
Q1 | $403K | Sell |
2,411
-4
| -0.2% | -$626 | 0.15% | 52 |
|
|
2024
Q4 | $350K | Sell |
2,415
-190
| -7% | -$29.1K | 0.12% | 59 |
|
|
2024
Q3 | $384K | Buy |
2,605
+17
| +0.7% | +$2.53K | 0.13% | 57 |
|
|
2024
Q2 | $405K | Sell |
2,588
-565
| -18% | -$90.1K | 0.14% | 51 |
|
|
2024
Q1 | $497K | Hold |
3,153
| – | – | 0.17% | 49 |
|
|
2023
Q4 | $470K | Sell |
3,153
-1,670
| -35% | -$253K | 0.17% | 52 |
|
|
2023
Q3 | $813K | Sell |
4,823
-1,515
| -24% | -$245K | 0.33% | 31 |
|
|
2023
Q2 | $997K | Buy |
6,338
+686
| +12% | +$110K | 0.37% | 27 |
|
|
2023
Q1 | $922K | Buy |
5,652
+771
| +16% | +$129K | 0.36% | 28 |
|
|
2022
Q4 | $876K | Sell |
4,881
-264
| -5% | -$46.1K | 0.37% | 29 |
|
|
2022
Q3 | $739K | Buy |
5,145
+130
| +3% | +$19.8K | 0.33% | 32 |
|
|
2022
Q2 | $726K | Sell |
5,015
-83
| -2% | -$13.7K | 0.37% | 33 |
|
|
2022
Q1 | $830K | Sell |
5,098
-256
| -5% | -$36.7K | 0.4% | 32 |
|
|
2021
Q4 | $628K | Buy |
+5,354
| New | +$608K | 0.29% | 39 |
|
|
2021
Q2 | $726K | Buy |
+5,015
| New | +$529K | 0.37% | 33 |
|
|
2018
Q1 | $891K | Buy |
7,812
+741
| +10% | +$88.6K | 2.7% | 6 |
|
|
2017
Q4 | $885K | Sell |
7,071
-39
| -0.5% | -$4.63K | 2.66% | 8 |
|
|
2017
Q3 | $835K | Sell |
7,110
-400
| -5% | -$43.7K | 2.75% | 7 |
|
|
2017
Q2 | $784K | Sell |
7,510
-60
| -0.8% | -$6.36K | 3.12% | 9 |
|
|
2017
Q1 | $813K | Hold |
7,570
| – | – | 3.33% | 6 |
|
|
2016
Q4 | $891K | Hold |
7,570
| – | – | 3.87% | 5 |
|
|
2016
Q3 | $779K | Buy |
7,570
+60
| +0.8% | +$6.13K | 3.21% | 6 |
|
|
2016
Q2 | $787K | Sell |
7,510
-230
| -3% | -$23.1K | 3.6% | 7 |
|
|
2016
Q1 | $738K | Sell |
7,740
-53
| -0.7% | -$4.64K | 3.45% | 7 |
|
|
2015
Q4 | $701K | Buy |
7,793
+485
| +7% | +$43.7K | 3.3% | 9 |
|
|
2015
Q3 | $577K | Sell |
7,308
-11,573
| -61% | -$974K | 2.81% | 10 |
|
|
2015
Q2 | $1.82M | Sell |
18,881
-631
| -3% | -$66.3K | 3.79% | 5 |
|
|
2015
Q1 | $2.05M | Sell |
19,512
-189
| -1% | -$20.2K | 4.18% | 3 |
|
|
2014
Q4 | $2.21M | Sell |
19,701
-1,240
| -6% | -$141K | 4.33% | 3 |
|
|
2014
Q3 | $2.5M | Sell |
20,941
-1,016
| -5% | -$130K | 4.89% | 3 |
|
|
2014
Q2 | $2.87M | Buy |
21,957
+799
| +4% | +$99.4K | 5.24% | 3 |
|
|
2014
Q1 | $2.52M | Buy |
21,158
+365
| +2% | +$42.4K | 4.92% | 4 |
|
|
2013
Q4 | $2.6M | Sell |
20,793
-135
| -0.6% | -$16.3K | 5.02% | 3 |
|
|
2013
Q3 | $2.54M | Sell |
20,928
-310
| -1% | -$38.1K | 5.6% | 3 |
|
|
2013
Q2 | $2.51M | Buy |
+21,238
| New | +$2.57M | 5.42% | 4 |
|
Other funds holding CVX
AACR
Baker Boyer National Bank's CVX Position: Q2 2026 in Review
Baker Boyer National Bank increased its Chevron (CVX) stake by 61% in Q2 2026, buying an estimated $296K and bringing the position to 4,206 shares worth $697K. The position accounts for 0.19% of the portfolio, ranked #41.
Baker Boyer National Bank first reported a position in CVX in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.87M in Q2 2014. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Baker Boyer National Bank held 4,206 shares of Chevron worth $697K as of Q2 2026.
- Baker Boyer National Bank bought 1,588 Chevron shares in Q2 2026, an estimated $296K.
- Chevron made up 0.19% of Baker Boyer National Bank's portfolio in Q2 2026, its #41 holding.
- Baker Boyer National Bank first reported a position in Chevron in Q2 2013 and has held it in 40 quarters since.
- Baker Boyer National Bank's Chevron position peaked at $2.87M in Q2 2014.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.