BIM
CVX icon

Baldwin Investment Management’s Chevron CVX Stock Holding History

Baldwin Investment 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 		$2.62M Buy
15,784
+7,234
+85% +$1.35M 0.25% 56
2026
Q1 		$1.77M Hold
8,550
– – 0.21% 66
2025
Q4 		$1.3M Hold
8,550
– – 0.15% 84
2025
Q3 		$1.33M Sell
8,550
-60
-0.7% -$9.29K 0.15% 82
2025
Q2 		$1.23M Sell
8,610
-125
-1% -$17.6K 0.15% 89
2025
Q1 		$1.46M Sell
8,735
-96
-1% -$15K 0.18% 70
2024
Q4 		$1.28M Sell
8,831
-913
-9% -$140K 0.17% 81
2024
Q3 		$1.43M Sell
9,744
-472
-5% -$70.3K 0.18% 79
2024
Q2 		$1.6M Buy
10,216
+230
+2% +$36.7K 0.22% 69
2024
Q1 		$1.58M Sell
9,986
-2,196
-18% -$331K 0.21% 77
2023
Q4 		$1.82M Hold
12,182
– – 0.28% 59
2023
Q3 		$2.05M Sell
12,182
-5
-0% -$808 0.34% 48
2023
Q2 		$1.92M Sell
12,187
-270
-2% -$43.3K 0.32% 55
2023
Q1 		$2.03M Sell
12,457
-1,233
-9% -$207K 0.36% 50
2022
Q4 		$2.46M Buy
13,690
+349
+3% +$60.9K 0.44% 38
2022
Q3 		$1.92K Buy
13,341
+129
+1% +$19.7K 0.39% 45
2022
Q2 		$1.91K Sell
13,212
-674
-5% -$111K 0.36% 49
2022
Q1 		$2.26K Sell
13,886
-1,025
-7% -$147K 0.34% 46
2021
Q4 		$1.75K Hold
14,911
– – 0.27% 67
2021
Q3 		$1.51M Sell
14,911
-300
-2% -$29.9K 0.26% 67
2021
Q2 		$1.59M Buy
15,211
+1,200
+9% +$127K 0.27% 68
2021
Q1 		$1.47M Sell
14,011
-225
-2% -$22K 0.27% 67
2020
Q4 		$1.2M Buy
14,236
+3,153
+28% +$255K 0.24% 79
2020
Q3 		$798K Buy
11,083
+6,892
+164% +$580K 0.19% 90
2020
Q2 		$374K Buy
4,191
+200
+5% +$17.9K 0.12% 109
2020
Q1 		$289K Sell
3,991
-325
-8% -$32.1K 0.1% 116
2019
Q4 		$520K Sell
4,316
-50
-1% -$5.89K 0.14% 104
2019
Q3 		$518K Hold
4,366
– – 0.15% 101
2019
Q2 		$543K Sell
4,366
-100
-2% -$12.1K 0.16% 99
2019
Q1 		$550K Buy
4,466
+50
+1% +$5.92K 0.17% 97
2018
Q4 		$480K Hold
4,416
– – 0.15% 93
2018
Q3 		$540K Sell
4,416
-900
-17% -$109K 0.15% 97
2018
Q2 		$672K Buy
5,316
+2,050
+63% +$254K 0.21% 80
2018
Q1 		$372K Sell
3,266
-150
-4% -$17.9K 0.13% 83
2017
Q4 		$428K Sell
3,416
-150
-4% -$17.8K 0.15% 80
2017
Q3 		$419K Hold
3,566
– – 0.16% 80
2017
Q2 		$372K Hold
3,566
– – 0.15% 82
2017
Q1 		$383K Sell
3,566
-200
-5% -$22.4K 0.15% 86
2016
Q4 		$443K Sell
3,766
-1,200
-24% -$131K 0.18% 80
2016
Q3 		$511K Sell
4,966
-1,400
-22% -$143K 0.22% 72
2016
Q2 		$667K Hold
6,366
– – 0.29% 54
2016
Q1 		$607K Sell
6,366
-102
-2% -$8.92K 0.26% 59
2015
Q4 		$582K Buy
6,468
+2
+0% +$180 0.26% 62
2015
Q3 		$510K Buy
6,466
+308
+5% +$25.9K 0.22% 71
2015
Q2 		$594K Sell
6,158
-308
-5% -$32.3K 0.25% 65
2015
Q1 		$679K Hold
6,466
– – 0.27% 58
2014
Q4 		$725K Hold
6,466
– – 0.28% 54
2014
Q3 		$772K Hold
6,466
– – 0.32% 53
2014
Q2 		$844K Buy
6,466
+308
+5% +$38.3K 0.36% 51
2014
Q1 		$732K Sell
6,158
-308
-5% -$35.8K 0.32% 54
2013
Q4 		$808K Hold
6,466
– – 0.36% 49
2013
Q3 		$786K Hold
6,466
– – 0.38% 43
2013
Q2 		$765K Buy
+6,466
New +$782K 0.38% 41

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Baldwin Investment Management's CVX Position: Q2 2026 in Review

Baldwin Investment Management increased its Chevron (CVX) stake by 85% in Q2 2026, buying an estimated $1.35M and bringing the position to 15,784 shares worth $2.62M. The position accounts for 0.25% of the portfolio, ranked #56.

Baldwin Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Baldwin Investment Management held 15,784 shares of Chevron worth $2.62M as of Q2 2026.
  • Baldwin Investment Management bought 7,234 Chevron shares in Q2 2026, an estimated $1.35M.
  • Chevron made up 0.25% of Baldwin Investment Management's portfolio in Q2 2026, its #56 holding.
  • Baldwin Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.