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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

Baker Tilly Wealth Management's CVX Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $13K and leaving 4,588 shares worth $761K. The position accounts for 0.16% of the portfolio, ranked #124.

Baker Tilly Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.17M in Q1 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Baker Tilly Wealth Management held 4,588 shares of Chevron worth $761K as of Q2 2026.
  • Baker Tilly Wealth Management sold 70 Chevron shares in Q2 2026, an estimated $13K.
  • Chevron made up 0.16% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Baker Tilly Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Chevron position peaked at $2.17M in Q1 2022.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.