Baltimore-Washington Financial Advisors’s Chevron CVX Stock Holding History

Baltimore-Washington Financial Advisors’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	$470K	Sell	2,834 -280	-9%	-$52.1K	0.02%	137
2026 Q1	$644K	Sell	3,114 -464	-13%	-$84.6K	0.03%	107
2025 Q4	$545K	Buy	3,578 +1,034	+41%	+$157K	0.02%	112
2025 Q3	$395K	Buy	+2,544	New	+$394K	0.02%	129
2018 Q3	–	Sell	-1,660	Closed	-$209K	–	97
2018 Q2	$209K	Buy	+1,660	New	+$206K	0.04%	88
2015 Q4	–	Sell	-325	Closed	-$25K	–	121
2015 Q3	$25K	Hold	325	–	–	0.01%	159
2015 Q2	$31K	Hold	325	–	–	0.01%	149
2015 Q1	$34K	Buy	+325	New	+$34.7K	0.01%	155
2014 Q4	–	Sell	-5	Closed	-$1K	–	270
2014 Q3	$1K	Sell	5 -245	-98%	-$31.3K	﹤0.01%	272
2014 Q2	$33K	Buy	+250	New	+$31.1K	0.01%	180
2014 Q1	–	Sell	-640	Closed	-$80K	–	239
2013 Q4	$80K	Hold	640	–	–	0.03%	140
2013 Q3	$78K	Buy	640 +90	+16%	+$11.1K	0.03%	105
2013 Q2	$65K	Buy	+550	New	+$66.5K	0.03%	99

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baltimore-Washington Financial Advisors's CVX Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Chevron (CVX) stake by 9% in Q2 2026, selling an estimated $52.1K and leaving 2,834 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #137.

Baltimore-Washington Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 13 quarters since. The position peaked at $644K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Baltimore-Washington Financial Advisors held 2,834 shares of Chevron worth $470K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 280 Chevron shares in Q2 2026, an estimated $52.1K.
Chevron made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #137 holding.
Baltimore-Washington Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 13 quarters since.
Baltimore-Washington Financial Advisors's Chevron position peaked at $644K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.