Bank Julius Baer & Co
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Bank Julius Baer & Co’s Chevron CVX Stock Holding History

Bank Julius Baer & Co’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 		$137M Buy
661,280
+103,897
+19% +$18.9M 0.41% 58
2025
Q4 		$84.9M Buy
557,383
+1,803
+0.3% +$275K 0.23% 87
2025
Q3 		$86.3M Sell
555,580
-8,809
-2% -$1.36M 0.24% 88
2025
Q2 		$80.8M Buy
564,389
+28,850
+5% +$4.07M 0.24% 90
2025
Q1 		$89.5M Buy
535,539
+18,799
+4% +$2.94M 0.29% 86
2024
Q4 		$79.6M Buy
516,740
+49,701
+11% +$7.61M 0.25% 92
2024
Q3 		$78M Sell
467,039
-9,672
-2% -$1.44M 0.26% 78
2024
Q2 		$80.9M Sell
476,711
-50,828
-10% -$8.1M 0.31% 72
2024
Q1 		$82.3M Buy
527,539
+30,221
+6% +$4.56M 0.32% 76
2023
Q4 		$74.2M Buy
497,318
+64,281
+15% +$9.72M 0.31% 80
2023
Q3 		$73M Buy
433,037
+6,175
+1% +$997K 0.43% 62
2023
Q2 		$67.2M Buy
426,862
+2,586
+0.6% +$415K 0.4% 63
2023
Q1 		$69.2M Buy
424,276
+320,814
+310% +$53.8M 0.44% 61
2022
Q4 		$18.6M Buy
103,462
+8,462
+9% +$1.48M 0.13% 112
2022
Q3 		$13.6M Sell
95,000
-5,509
-5% -$840K 0.1% 118
2022
Q2 		$14.6M Buy
100,509
+6,131
+6% +$1.01M 0.1% 106
2022
Q1 		$15.4M Sell
94,378
-15,334
-14% -$2.2M 0.09% 108
2021
Q4 		$12.9M Sell
109,712
-3,621
-3% -$411K 0.07% 141
2021
Q3 		$11.5M Sell
113,333
-6,230
-5% -$621K 0.07% 156
2021
Q2 		$12.5M Sell
119,563
-13,163
-10% -$1.39M 0.08% 152
2021
Q1 		$13.9M Buy
132,726
+29,008
+28% +$2.83M 0.1% 137
2020
Q4 		$8.76M Sell
103,718
-10,146
-9% -$821K 0.07% 148
2020
Q3 		$8.2M Sell
113,864
-18,207
-14% -$1.53M 0.08% 126
2020
Q2 		$11.7M Sell
132,071
-24,076
-15% -$2.16M 0.13% 104
2020
Q1 		$11.3M Buy
+156,147
New +$15.4M 0.26% 81

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 $295B AUM 31.6% 1-Year Est. Return

Bank Julius Baer & Co's CVX Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $18.9M and bringing the position to 661,280 shares worth $137M. The position accounts for 0.41% of the portfolio, ranked #58.

Bank Julius Baer & Co first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Bank Julius Baer & Co held 661,280 shares of Chevron worth $137M as of Q1 2026.
  • Bank Julius Baer & Co bought 103,897 Chevron shares in Q1 2026, an estimated $18.9M.
  • Chevron made up 0.41% of Bank Julius Baer & Co's portfolio in Q1 2026, its #58 holding.
  • Bank Julius Baer & Co first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.