Baron Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
5,521
-457
| -8% | -$65.4K | 0.28% | 47 |
|
|
2025
Q1 | $1M | Sell |
5,978
-257
| -4% | -$43K | 0.44% | 30 |
|
|
2024
Q4 | $903K | Sell |
6,235
-1,574
| -20% | -$228K | 0.43% | 31 |
|
|
2024
Q3 | $1.15M | Sell |
7,809
-781
| -9% | -$115K | 0.55% | 16 |
|
|
2024
Q2 | $1.34M | Buy |
8,590
+1,046
| +14% | +$164K | 0.7% | 16 |
|
|
2024
Q1 | $1.19M | Buy |
7,544
+307
| +4% | +$48.4K | 0.63% | 20 |
|
|
2023
Q4 | $1.08M | Buy |
7,237
+230
| +3% | +$34.3K | 0.59% | 20 |
|
|
2023
Q3 | $1.18M | Buy |
7,007
+85
| +1% | +$14.3K | 0.75% | 17 |
|
|
2023
Q2 | $1.09M | Buy |
6,922
+145
| +2% | +$22.8K | 0.69% | 18 |
|
|
2023
Q1 | $1.11M | Buy |
6,777
+78
| +1% | +$12.7K | 0.78% | 17 |
|
|
2022
Q4 | $1.2M | Buy |
+6,699
| New | +$1.2M | 0.92% | 16 |
|