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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Baron Wealth Management's CVX Position: Q2 2026 in Review

Baron Wealth Management reduced its Chevron (CVX) stake by 7.1% in Q2 2026, selling an estimated $34.6K and leaving 2,425 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #145.

Baron Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q2 2024. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Baron Wealth Management held 2,425 shares of Chevron worth $402K as of Q2 2026.
  • Baron Wealth Management sold 186 Chevron shares in Q2 2026, an estimated $34.6K.
  • Chevron made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Baron Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Chevron position peaked at $1.34M in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.