SEC 13F Intelligence

Baldwin Wealth Partners LLC/Ma / CHV

Baldwin Wealth Partners LLC/Ma’s Chevron Corporation Position

Does Baldwin Wealth Partners LLC/Ma own Chevron Corporation (CHV)? Yes70.2K shares worth $15M (+1.06% of its 13F portfolio) as of Q1 2026, down from 71.0K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
70.2K
% of Portfolio
+1.06%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $524,000Q2 ’20: $187,000Q3 ’20: $151,000Q4 ’20: $152,000Q4 ’20Q1 ’21: $185,000Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $14MQ4 ’22Q1 ’23: $12MQ2 ’23: $11MQ3 ’23: $12MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $12MQ2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.2K$15M+1.06%
Q4 202571.0K$11M+0.69%
Q3 202570.9K$11M+0.72%
Q2 202571.8K$10M+0.70%
Q1 202571.4K$12M+0.84%
Q4 202471.9K$10M+0.72%
Q3 202467.9K$10M+0.68%
Q2 202463.8K$10M+0.78%
Q1 202468.9K$11M+0.82%
Q4 202370.4K$11M+0.83%
Q3 202370.5K$12M+1.02%
Q2 202371.3K$11M+0.92%
Q1 202372.0K$12M+1.02%
Q4 202280.7K$14M+1.31%
Q3 202219.8K$3M+0.39%
Q2 202219.4K$3M+0.36%
Q1 202219.3K$3M+0.33%
Q4 202118.4K$2M+0.22%
Q3 202118.3K$2M+0.21%
Q2 202116.7K$2M+0.19%
Q1 20211.8K$185,000+0.02%
Q4 20201.8K$152,000+0.02%
Q3 20202.1K$151,000+0.02%
Q2 20202.1K$187,000+0.03%
Q1 20207.2K$524,000+0.09%
Q4 20198.9K$1M+0.15%
Q3 20199.8K$1M+0.18%
Q2 201910.0K$1M+0.18%
Q1 201910.0K$1M+0.18%
Q4 20189.3K$1M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baldwin Wealth Partners LLC/Ma’s full portfolio or all institutional holders of CHV.