Baron Silver Stevens Financial Advisors’s Chevron CVX Stock Holding History

Baron Silver Stevens 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	$718K	Sell	4,329 -146	-3%	-$27.2K	0.09%	77
2026 Q1	$926K	Buy	4,475 +491	+12%	+$89.5K	0.13%	65
2025 Q4	$607K	Sell	3,984 -455	-10%	-$69.3K	0.09%	76
2025 Q3	$689K	Buy	4,439 +526	+13%	+$81.5K	0.1%	74
2025 Q2	$560K	Buy	3,913 +474	+14%	+$66.8K	0.09%	75
2025 Q1	$575K	Buy	3,439 +225	+7%	+$35.2K	0.1%	67
2024 Q4	$466K	Buy	3,214 +433	+16%	+$66.3K	0.08%	74
2024 Q3	$410K	Buy	2,781 +145	+6%	+$21.6K	0.07%	77
2024 Q2	$412K	Sell	2,636 -464	-15%	-$74K	0.08%	75
2024 Q1	$489K	Buy	3,100 +841	+37%	+$127K	0.09%	71
2023 Q4	$337K	Hold	2,259	–	–	0.07%	78
2023 Q3	$381K	Buy	2,259 +370	+20%	+$59.8K	0.09%	68
2023 Q2	$297K	Hold	1,889	–	–	0.07%	81
2023 Q1	$308K	Buy	1,889 +308	+19%	+$51.6K	0.08%	72
2022 Q4	$284K	Buy	+1,581	New	+$276K	0.07%	74
2022 Q3	–	Sell	-2,978	Closed	-$431K	–	110
2022 Q2	$431K	Buy	2,978 +1,479	+99%	+$244K	0.11%	61
2022 Q1	$244K	Buy	+1,499	New	+$215K	0.06%	86
2021 Q1	–	Sell	-1,002	Closed	-$84K	–	140
2020 Q4	$84K	Buy	+1,002	New	+$81.1K	0.03%	107

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

Baron Silver Stevens Financial Advisors's CVX Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Chevron (CVX) stake by 3.3% in Q2 2026, selling an estimated $27.2K and leaving 4,329 shares worth $718K. The position accounts for 0.09% of the portfolio, ranked #77.

Baron Silver Stevens Financial Advisors first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $926K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Baron Silver Stevens Financial Advisors held 4,329 shares of Chevron worth $718K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 146 Chevron shares in Q2 2026, an estimated $27.2K.
Chevron made up 0.09% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #77 holding.
Baron Silver Stevens Financial Advisors first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
Baron Silver Stevens Financial Advisors's Chevron position peaked at $926K in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.