Baron Wealth Management
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Baron Wealth Management’s Chevron CVX Stock Holding History

Baron Wealth Management’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
Q3 		$631K Buy
3,091
+666
+27% +$131K 0.16% 94
2026
Q2 		$402K Sell
2,425
-186
-7% -$34.6K 0.1% 145
2026
Q1 		$540K Sell
2,611
-2,937
-53% -$536K 0.16% 88
2025
Q4 		$846K Sell
5,548
-150
-3% -$22.8K 0.26% 54
2025
Q3 		$885K Buy
5,698
+177
+3% +$27.4K 0.29% 43
2025
Q2 		$791K Sell
5,521
-457
-8% -$64.4K 0.28% 47
2025
Q1 		$1M Sell
5,978
-257
-4% -$40.2K 0.44% 30
2024
Q4 		$903K Sell
6,235
-1,574
-20% -$241K 0.43% 31
2024
Q3 		$1.15M Sell
7,809
-781
-9% -$116K 0.55% 16
2024
Q2 		$1.34M Buy
8,590
+1,046
+14% +$167K 0.7% 16
2024
Q1 		$1.19M Buy
7,544
+307
+4% +$46.3K 0.63% 20
2023
Q4 		$1.08M Buy
7,237
+230
+3% +$34.8K 0.59% 20
2023
Q3 		$1.18M Buy
7,007
+85
+1% +$13.7K 0.75% 17
2023
Q2 		$1.09M Buy
6,922
+145
+2% +$23.2K 0.69% 18
2023
Q1 		$1.11M Buy
6,777
+78
+1% +$13.1K 0.78% 17
2022
Q4 		$1.2M Buy
+6,699
New +$1.17M 0.92% 16

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baron Wealth Management's CVX Position: Q3 2026 in Review

Baron Wealth Management increased its Chevron (CVX) stake by 27% in Q3 2026, buying an estimated $131K and bringing the position to 3,091 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #94.

Baron Wealth Management first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q2 2024. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Baron Wealth Management held 3,091 shares of Chevron worth $631K as of Q3 2026.
  • Baron Wealth Management bought 666 Chevron shares in Q3 2026, an estimated $131K.
  • Chevron made up 0.16% of Baron Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Baron Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Chevron position peaked at $1.34M in Q2 2024.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.