Baugh & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.14M | Sell |
24,949
-2,260
| -8% | -$421K | 1.83% | 27 |
|
|
2026
Q1 | $5.63M | Sell |
27,209
-5,555
| -17% | -$1.01M | 2.43% | 21 |
|
|
2025
Q4 | $4.6M | Sell |
32,764
-871
| -3% | -$133K | 2.26% | 22 |
|
|
2025
Q3 | $4.78M | Sell |
33,635
-757
| -2% | -$117K | 2.38% | 22 |
|
|
2025
Q2 | $4.53M | Sell |
34,392
-570
| -2% | -$80.4K | 2.36% | 20 |
|
|
2025
Q1 | $5.6M | Sell |
34,962
-179
| -0.5% | -$28K | 2.83% | 14 |
|
|
2024
Q4 | $4.9M | Buy |
35,141
+2,054
| +6% | +$314K | 2.54% | 18 |
|
|
2024
Q3 | $4.66M | Buy |
33,087
+7,275
| +28% | +$1.08M | 2.4% | 21 |
|
|
2024
Q2 | $4.31M | Sell |
25,812
-1,763
| -6% | -$281K | 2.24% | 24 |
|
|
2024
Q1 | $4.35M | Buy |
27,575
+260
| +1% | +$39.2K | 2.31% | 23 |
|
|
2023
Q4 | $4.07M | Buy |
27,315
+1,886
| +7% | +$285K | 2.34% | 21 |
|
|
2023
Q3 | $4.29M | Sell |
25,429
-78
| -0.3% | -$12.6K | 2.68% | 17 |
|
|
2023
Q2 | $4.01M | Buy |
25,507
+280
| +1% | +$44.9K | 2.42% | 20 |
|
|
2023
Q1 | $4.17M | Sell |
25,227
-415
| -2% | -$69.6K | 2.67% | 17 |
|
|
2022
Q4 | $4.6M | Sell |
25,642
-4,631
| -15% | -$808K | 2.98% | 16 |
|
|
2022
Q3 | $4.35M | Sell |
30,273
-10
| -0% | -$1.52K | 3.08% | 15 |
|
|
2022
Q2 | $4.38M | Sell |
30,283
-300
| -1% | -$49.6K | 2.95% | 14 |
|
|
2022
Q1 | $4.98M | Sell |
30,583
-1,195
| -4% | -$171K | 2.93% | 12 |
|
|
2021
Q4 | $3.73M | Sell |
31,778
-25
| -0.1% | -$2.84K | 2.06% | 25 |
|
|
2021
Q3 | $3.23M | Hold |
31,803
| – | – | 1.97% | 28 |
|
|
2021
Q2 | $3.33M | Sell |
31,803
-335
| -1% | -$35.4K | 2.07% | 28 |
|
|
2021
Q1 | $3.37M | Sell |
32,138
-21
| -0.1% | -$2.05K | 2.22% | 27 |
|
|
2020
Q4 | $2.72M | Sell |
32,159
-415
| -1% | -$33.6K | 1.94% | 26 |
|
|
2020
Q3 | $2.35M | Sell |
32,574
-436
| -1% | -$36.7K | 1.84% | 26 |
|
|
2020
Q2 | $2.94M | Buy |
33,010
+7,663
| +30% | +$686K | 2.35% | 24 |
|
|
2020
Q1 | $1.84M | Buy |
25,347
+47
| +0.2% | +$4.64K | 1.78% | 28 |
|
|
2019
Q4 | $3.05M | Buy |
25,300
+20
| +0.1% | +$2.36K | 2.23% | 30 |
|
|
2019
Q3 | $3M | Sell |
25,280
-120
| -0.5% | -$14.6K | 2.32% | 28 |
|
|
2019
Q2 | $3.16M | Sell |
25,400
-421
| -2% | -$50.9K | 2.51% | 26 |
|
|
2019
Q1 | $3.18M | Sell |
25,821
-165
| -0.6% | -$19.5K | 2.55% | 23 |
|
|
2018
Q4 | $2.83M | Sell |
25,986
-45
| -0.2% | -$5.21K | 2.44% | 27 |
|
|
2018
Q3 | $3.18M | Buy |
26,031
+5
| +0% | +$607 | 2.54% | 19 |
|
|
2018
Q2 | $3.29M | Sell |
26,026
-2,465
| -9% | -$306K | 2.87% | 14 |
|
|
2018
Q1 | $3.25M | Sell |
28,491
-280
| -1% | -$33.5K | 2.62% | 21 |
|
|
2017
Q4 | $3.6M | Buy |
+28,771
| New | +$3.41M | 3.04% | 14 |
|
Other funds holding CVX
FWCM
DC
CIM
RG
CAI
Baugh & Associates's CVX Position: Q2 2026 in Review
Baugh & Associates reduced its Chevron (CVX) stake by 8.3% in Q2 2026, selling an estimated $421K and leaving 24,949 shares worth $4.14M. The position accounts for 1.83% of the portfolio, ranked #27.
Baugh & Associates first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.63M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Baugh & Associates held 24,949 shares of Chevron worth $4.14M as of Q2 2026.
- Baugh & Associates sold 2,260 Chevron shares in Q2 2026, an estimated $421K.
- Chevron made up 1.83% of Baugh & Associates's portfolio in Q2 2026, its #27 holding.
- Baugh & Associates first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- Baugh & Associates's Chevron position peaked at $5.63M in Q1 2026.
- 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.