Ownership history in Baugh & Associates, LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in CHEVRON CORP NEW (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Baugh & Associates, LLC underperformed the S&P 500 by β2.7% annually on this CVX position. Timing score: 50% (15/30 decisions correct). Average cost basis: $110.52. Maximum drawdown during holding period: β39.9%.
β οΈ Trailed SPY by 2.7% ann. on this position.
31 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 30 add/trim decisions correct
Best entry: $55.55 (2020 Q1) Β· Worst: $144.69 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 22 trims. Bought during 6 of 14 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.26% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size