BWFA
CVX icon

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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CVX Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors reduced its Chevron (CVX) stake by 13% in Q1 2026, selling an estimated $84.6K and leaving 3,114 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #107.

Baltimore-Washington Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 12 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 3,114 shares of Chevron worth $644K as of Q1 2026.
  • Baltimore-Washington Financial Advisors sold 464 Chevron shares in Q1 2026, an estimated $84.6K.
  • Chevron made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #107 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 12 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.