Baron Wealth Management LLC

Position in CVX — Chevron Corp

CIK 1968507 TROY, MI

Position in CVX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$401,968

-$138,247 QoQ

Shares Held

2,425

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#3,216

of 4,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,703,450 across 4 Oil & Gas Integrated names. CVX ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SU	Suncor Energy Inc	11,981	$643,140
2	IMO	Imperial Oil Ltd	4,024	$450,768
3	CVX	Chevron Corp This page	2,425	$401,968
4	SHEL	Shell plc	2,677	$207,574

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,968	2,425	-7.1%	Shares	Sole	2026-07-07
2026-03-31	$540,215	2,611	-52.9%	Shares	Sole	2026-04-16
2025-12-31	$845,570	5,548	-2.6%	Shares	Sole	2026-01-14
2025-09-30	$884,842	5,698	+3.2%	Shares	Sole	2025-10-20
2025-06-30	$790,551	5,521	-7.6%	Shares	Sole	2025-07-09
2025-03-31	$1,000,059	5,978	-4.1%	Shares	Sole	2025-05-14
2024-12-31	$903,077	6,235	-20.2%	Shares	Sole	2025-01-23
2024-09-30	$1,150,031	7,809	-9.1%	Shares	Sole	2024-11-07
2024-06-30	$1,343,647	8,590	+13.9%	Shares	Sole	2024-08-13
2024-03-31	$1,189,990	7,544	+4.2%	Shares	Sole	2024-05-08
2023-12-31	$1,079,470	7,237	+3.3%	Shares	Sole	2024-01-04
2023-09-30	$1,181,520	7,007	+1.2%	Shares	Sole	2023-11-01
2023-06-30	$1,089,176	6,922	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$1,105,735	6,777	+1.2%	Shares	Sole	2023-06-06
2022-12-31	$1,202,403	6,699	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.