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Gerald Baker Financial Group’s Chevron CVX Stock Holding History

Gerald Baker Financial Group’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 		$4.5M Buy
27,173
+30
+0.1% +$5.58K 1.28% 22
2026
Q1 		$5.62M Buy
+27,143
New +$4.95M 1.78% 16

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gerald Baker Financial Group's CVX Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Chevron (CVX) stake by 0.11% in Q2 2026, buying an estimated $5.58K and bringing the position to 27,173 shares worth $4.5M. The position accounts for 1.28% of the portfolio, ranked #22.

Gerald Baker Financial Group first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.62M in Q1 2026. 4,102 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gerald Baker Financial Group held 27,173 shares of Chevron worth $4.5M as of Q2 2026.
  • Gerald Baker Financial Group bought 30 Chevron shares in Q2 2026, an estimated $5.58K.
  • Chevron made up 1.28% of Gerald Baker Financial Group's portfolio in Q2 2026, its #22 holding.
  • Gerald Baker Financial Group first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Chevron position peaked at $5.62M in Q1 2026.
  • 4,102 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.