Baldrige Asset Management’s Chevron CVX Stock Holding History

Baldrige 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
2023 Q1	$22K	Hold	137	–	–	0.01%	216
2022 Q4	$25K	Buy	137 +22	+19%	+$3.84K	0.01%	200
2022 Q3	$17K	Hold	115	–	–	0.01%	214
2022 Q2	$17K	Hold	115	–	–	0.01%	222
2022 Q1	$19K	Hold	115	–	–	0.01%	227
2021 Q4	$13K	Hold	115	–	–	0.01%	260
2021 Q3	$12K	Hold	115	–	–	0.01%	266
2021 Q2	$12K	Buy	+115	New	+$12.1K	0.01%	272

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldrige Asset Management's CVX Position: Q1 2023 in Review

Baldrige Asset Management held its Chevron (CVX) position steady in Q1 2023 at 137 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #216.

Baldrige Asset Management first reported a position in CVX in Q2 2021 and has held it in 8 quarters since. The position peaked at $25K in Q4 2022. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Baldrige Asset Management held 137 shares of Chevron worth $22K as of Q1 2023.
Baldrige Asset Management left its Chevron share count unchanged in Q1 2023.
Chevron made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #216 holding.
Baldrige Asset Management first reported a position in Chevron in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Chevron position peaked at $25K in Q4 2022.
3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.