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Baker Tilly Wealth Management’s Chevron CVX Stock Holding History

Baker Tilly Wealth 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
Q3 		$963K Buy
4,717
+129
+3% +$25.4K 0.19% 97
2026
Q2 		$761K Sell
4,588
-70
-2% -$13K 0.16% 124
2026
Q1 		$964K Sell
4,658
-391
-8% -$71.3K 0.23% 86
2025
Q4 		$769K Sell
5,049
-104
-2% -$15.8K 0.19% 114
2025
Q3 		$800K Buy
5,153
+403
+8% +$62.4K 0.18% 104
2025
Q2 		$680K Sell
4,750
-567
-11% -$79.9K 0.24% 93
2025
Q1 		$890K Buy
5,317
+1,026
+24% +$161K 0.35% 67
2024
Q4 		$621K Sell
4,291
-267
-6% -$40.9K 0.24% 98
2024
Q3 		$671K Sell
4,558
-371
-8% -$55.2K 0.3% 84
2024
Q2 		$771K Sell
4,929
-6,083
-55% -$970K 0.32% 77
2024
Q1 		$1.74M Buy
11,012
+2,180
+25% +$329K 0.31% 72
2023
Q4 		$1.32M Sell
8,832
-420
-5% -$63.5K 0.22% 106
2023
Q3 		$1.56M Sell
9,252
-331
-3% -$53.5K 0.26% 84
2023
Q2 		$1.51M Sell
9,583
-459
-5% -$73.6K 0.16% 140
2023
Q1 		$1.64M Sell
10,042
-1,441
-13% -$242K 0.18% 118
2022
Q4 		$2.06M Buy
11,483
+1,115
+11% +$195K 0.25% 92
2022
Q3 		$1.49M Sell
10,368
-2,582
-20% -$394K 0.2% 103
2022
Q2 		$1.88M Sell
12,950
-402
-3% -$66.5K 0.25% 88
2022
Q1 		$2.17M Sell
13,352
-1,839
-12% -$264K 0.24% 87
2021
Q4 		$1.78M Buy
15,191
+1,672
+12% +$190K 0.19% 105
2021
Q3 		$1.37M Sell
13,519
-2,916
-18% -$291K 0.18% 110
2021
Q2 		$1.72M Buy
16,435
+1,466
+10% +$155K 0.28% 81
2021
Q1 		$1.57M Buy
14,969
+1,712
+13% +$167K 0.32% 75
2020
Q4 		$1.12M Buy
+13,257
New +$1.07M 0.35% 72

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Baker Tilly Wealth Management's CVX Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Chevron (CVX) stake by 2.8% in Q3 2026, buying an estimated $25.4K and bringing the position to 4,717 shares worth $963K. The position accounts for 0.19% of the portfolio, ranked #97.

Baker Tilly Wealth Management first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.17M in Q1 2022. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Baker Tilly Wealth Management held 4,717 shares of Chevron worth $963K as of Q3 2026.
  • Baker Tilly Wealth Management bought 129 Chevron shares in Q3 2026, an estimated $25.4K.
  • Chevron made up 0.19% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Baker Tilly Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Chevron position peaked at $2.17M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.