Baldwin Wealth Partners’s Chevron CVX Stock Holding History

Baldwin Wealth Partners’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	$11.5M	Sell	69,398 -823	-1%	-$153K	0.75%	33
2026 Q1	$14.5M	Sell	70,221 -825	-1%	-$150K	1.06%	26
2025 Q4	$10.8M	Buy	71,046 +127	+0.2%	+$19.3K	0.69%	36
2025 Q3	$11M	Sell	70,919 -857	-1%	-$133K	0.72%	37
2025 Q2	$10.3M	Buy	71,776 +366	+0.5%	+$51.6K	0.7%	44
2025 Q1	$11.9M	Sell	71,410 -469	-0.7%	-$73.4K	0.84%	38
2024 Q4	$10.4M	Buy	71,879 +3,962	+6%	+$606K	0.72%	41
2024 Q3	$10M	Buy	67,917 +4,116	+6%	+$613K	0.68%	42
2024 Q2	$9.98M	Sell	63,801 -5,127	-7%	-$818K	0.78%	38
2024 Q1	$10.9M	Sell	68,928 -1,500	-2%	-$226K	0.82%	39
2023 Q4	$10.5M	Sell	70,428 -88	-0.1%	-$13.3K	0.83%	41
2023 Q3	$11.9M	Sell	70,516 -744	-1%	-$120K	1.02%	31
2023 Q2	$11.2M	Sell	71,260 -745	-1%	-$119K	0.92%	35
2023 Q1	$11.7M	Sell	72,005 -8,688	-11%	-$1.46M	1.02%	31
2022 Q4	$14.5M	Buy	80,693 +60,850	+307%	+$10.6M	1.31%	23
2022 Q3	$2.85M	Buy	19,843 +444	+2%	+$67.7K	0.39%	45
2022 Q2	$2.81M	Buy	19,399 +115	+0.6%	+$19K	0.36%	45
2022 Q1	$3.14M	Buy	19,284 +866	+5%	+$124K	0.33%	47
2021 Q4	$2.16M	Buy	18,418 +96	+0.5%	+$10.9K	0.22%	58
2021 Q3	$1.86M	Buy	18,322 +1,668	+10%	+$166K	0.21%	58
2021 Q2	$1.74M	Buy	16,654 +14,891	+845%	+$1.57M	0.19%	60
2021 Q1	$185K	Sell	1,763 -32	-2%	-$3.13K	0.02%	192
2020 Q4	$152K	Sell	1,795 -300	-14%	-$24.3K	0.02%	205
2020 Q3	$151K	Hold	2,095	–	–	0.02%	183
2020 Q2	$187K	Sell	2,095 -5,133	-71%	-$460K	0.03%	156
2020 Q1	$524K	Sell	7,228 -1,690	-19%	-$167K	0.09%	88
2019 Q4	$1.07M	Sell	8,918 -900	-9%	-$106K	0.15%	79
2019 Q3	$1.17M	Sell	9,818 -180	-2%	-$21.9K	0.18%	74
2019 Q2	$1.24M	Hold	9,998	–	–	0.18%	75
2019 Q1	$1.23M	Buy	9,998 +690	+7%	+$81.6K	0.18%	79
2018 Q4	$1.01M	Sell	9,308 -75	-0.8%	-$8.69K	0.17%	81
2018 Q3	$1.15M	Buy	9,383 +125	+1%	+$15.2K	0.16%	82
2018 Q2	$1.17M	Buy	9,258 +200	+2%	+$24.8K	0.18%	77
2018 Q1	$1.03M	Sell	9,058 -90	-1%	-$10.8K	0.17%	86
2017 Q4	$1.15M	Hold	9,148	–	–	0.18%	85
2017 Q3	$1.07M	Sell	9,148 -505	-5%	-$55.1K	0.17%	87
2017 Q2	$1.01M	Sell	9,653 -3,575	-27%	-$379K	0.16%	88
2017 Q1	$1.42M	Sell	13,228 -720	-5%	-$80.8K	0.23%	69
2016 Q4	$1.64M	Buy	13,948 +420	+3%	+$45.7K	0.3%	55
2016 Q3	$1.39M	Sell	13,528 -300	-2%	-$30.6K	0.25%	64
2016 Q2	$1.45M	Sell	13,828 -140	-1%	-$14.1K	0.3%	57
2016 Q1	$1.33M	Buy	13,968 +1,681	+14%	+$147K	0.24%	88
2015 Q4	$1.1M	Sell	12,287 -1,320	-10%	-$119K	0.18%	114
2015 Q3	$1.07M	Sell	13,607 -2,661	-16%	-$224K	0.18%	115
2015 Q2	$1.57M	Sell	16,268 -275	-2%	-$28.9K	0.23%	93
2015 Q1	$1.74M	Sell	16,543 -1,640	-9%	-$175K	0.26%	89
2014 Q4	$2.04M	Sell	18,183 -205	-1%	-$23.3K	0.3%	77
2014 Q3	$2.19M	Buy	18,388 +5,643	+44%	+$720K	0.31%	73
2014 Q2	$1.66M	Buy	12,745 +720	+6%	+$89.6K	0.25%	89
2014 Q1	$1.43M	Sell	12,025 -645	-5%	-$75K	0.23%	94
2013 Q4	$1.58M	Buy	12,670 +1,785	+16%	+$216K	0.25%	89
2013 Q3	$1.32M	Sell	10,885 -221	-2%	-$27.2K	0.24%	97
2013 Q2	$1.31M	Buy	+11,106	New	+$1.34M	0.26%	93

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Baldwin Wealth Partners's CVX Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $153K and leaving 69,398 shares worth $11.5M. The position accounts for 0.75% of the portfolio, ranked #33.

Baldwin Wealth Partners first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.5M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Baldwin Wealth Partners held 69,398 shares of Chevron worth $11.5M as of Q2 2026.
Baldwin Wealth Partners sold 823 Chevron shares in Q2 2026, an estimated $153K.
Chevron made up 0.75% of Baldwin Wealth Partners's portfolio in Q2 2026, its #33 holding.
Baldwin Wealth Partners first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's Chevron position peaked at $14.5M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.