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Baron Financial Group’s Chevron CVX Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-173
Closed -$25K – 85
2022
Q2 		$25K Hold
173
– – 0.02% 115
2022
Q1 		$28.2K Hold
173
– – 0.02% 122
2021
Q4 		$20.3K Hold
173
– – 0.01% 139
2021
Q3 		$17.6K Hold
173
– – 0.01% 144
2021
Q2 		$18.1K Hold
173
– – 0.01% 147
2021
Q1 		$18.1K Hold
173
– – 0.01% 146
2020
Q4 		$14.6K Sell
173
-75
-30% -$6.07K 0.01% 153
2020
Q3 		$17.9K Buy
+248
New +$20.9K 0.02% 143

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baron Financial Group's CVX Position: Q3 2022 in Review

Baron Financial Group sold out of Chevron (CVX) in Q3 2022, closing a stake of 173 shares — an estimated $25K sold.

Baron Financial Group first reported a position in CVX in Q3 2020 and held it in 8 quarters. The position peaked at $28.2K in Q1 2022. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Baron Financial Group reported no remaining Chevron position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 173 Chevron shares in Q3 2022, an estimated $25K.
  • Baron Financial Group first reported a position in Chevron in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Chevron position peaked at $28.2K in Q1 2022.
  • 3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.