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EP Wealth Advisors’s Chevron CVX Stock Holding History

EP Wealth Advisors’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
Q1 		$33.4M Sell
161,443
-1,266
-0.8% -$231K 0.16% 98
2025
Q4 		$24.8M Buy
+162,709
New +$24.8M 0.13% 111
2025
Q2 		$21.6M Buy
150,527
+3,492
+2% +$492K 0.14% 119
2025
Q1 		$24.6M Buy
147,035
+18,415
+14% +$2.88M 0.2% 93
2024
Q4 		$18.6M Sell
128,620
-535
-0.4% -$81.9K 0.15% 108
2024
Q3 		$19M Buy
129,155
+18,104
+16% +$2.69M 0.16% 108
2024
Q2 		$17.4M Buy
111,051
+7,967
+8% +$1.27M 0.18% 97
2024
Q1 		$16.3M Buy
103,084
+3,847
+4% +$581K 0.19% 92
2023
Q4 		$14.8M Sell
99,237
-1,457
-1% -$220K 0.19% 89
2023
Q3 		$17M Buy
100,694
+80,618
+402% +$13M 0.26% 77
2023
Q2 		$16.5M Sell
20,076
-375,192
-95% -$60.2M 0.24% 80
2023
Q1 		$29.4M Buy
395,268
+300,007
+315% +$50.3M 0.51% 50
2022
Q4 		$17.1M Sell
95,261
-317
-0.3% -$55.3K 0.31% 68
2022
Q3 		$13.7M Buy
95,578
+28,728
+43% +$4.38M 0.31% 66
2022
Q2 		$9.68M Sell
66,850
-1,626
-2% -$269K 0.22% 76
2022
Q1 		$11.2M Sell
68,476
-7,701
-10% -$1.1M 0.24% 74
2021
Q4 		$8.94M Buy
76,177
+866
+1% +$98.4K 0.21% 72
2021
Q3 		$7.64M Sell
75,311
-727
-1% -$72.5K 0.21% 66
2021
Q2 		$7.96M Sell
76,038
-6,927
-8% -$731K 0.22% 74
2021
Q1 		$8.69M Buy
82,965
+16,984
+26% +$1.66M 0.28% 66
2020
Q4 		$5.57M Buy
65,981
+11,373
+21% +$921K 0.2% 69
2020
Q3 		$3.93M Buy
54,608
+2,731
+5% +$230K 0.17% 74
2020
Q2 		$4.63M Sell
51,877
-6,256
-11% -$560K 0.2% 77
2020
Q1 		$4.21M Sell
58,133
-2,018
-3% -$199K 0.21% 80
2019
Q4 		$7.25M Buy
60,151
+3,724
+7% +$439K 0.3% 60
2019
Q3 		$6.69M Buy
56,427
+5,059
+10% +$614K 0.33% 59
2019
Q2 		$6.39M Buy
51,368
+2,525
+5% +$305K 0.4% 44
2019
Q1 		$6.02M Buy
48,843
+592
+1% +$70K 0.58% 43
2018
Q4 		$5.25M Sell
48,251
-4,982
-9% -$577K 0.4% 51
2018
Q3 		$6.51M Buy
53,233
+4,487
+9% +$544K 0.51% 43
2018
Q2 		$6.16M Sell
48,746
-2,082
-4% -$258K 0.58% 39
2018
Q1 		$5.8M Buy
50,828
+9,688
+24% +$1.16M 0.56% 42
2017
Q4 		$5.15M Buy
41,140
+3,853
+10% +$457K 0.54% 40
2017
Q3 		$4.38M Sell
37,287
-4,789
-11% -$523K 0.51% 41
2017
Q2 		$4.39M Buy
42,076
+9,440
+29% +$1M 0.54% 40
2017
Q1 		$3.5M Sell
32,636
-8,783
-21% -$985K 0.48% 43
2016
Q4 		$4.81M Buy
41,419
+9,201
+29% +$1M 0.7% 42
2016
Q3 		$3.32M Buy
32,218
+2,065
+7% +$211K 0.52% 40
2016
Q2 		$3.16M Buy
30,153
+981
+3% +$98.7K 0.5% 42
2016
Q1 		$2.78M Buy
29,172
+6,673
+30% +$584K 0.43% 41
2015
Q4 		$2.02M Sell
22,499
-1,757
-7% -$158K 0.34% 53
2015
Q3 		$1.91M Sell
24,256
-5,514
-19% -$464K 0.36% 43
2015
Q2 		$2.87M Buy
29,770
+3,403
+13% +$357K 0.54% 37
2015
Q1 		$2.77M Sell
26,367
-5,403
-17% -$577K 0.52% 39
2014
Q4 		$3.56M Sell
31,770
-487
-2% -$55.3K 0.59% 48
2014
Q3 		$3.85M Buy
32,257
+4,304
+15% +$549K 0.62% 41
2014
Q2 		$3.65M Sell
27,953
-3,548
-11% -$441K 0.85% 37
2014
Q1 		$3.75M Sell
31,501
-3,469
-10% -$403K 1.02% 34
2013
Q4 		$4.37M Buy
34,970
+2,496
+8% +$302K 1.13% 35
2013
Q3 		$3.95M Sell
32,474
-530
-2% -$65.1K 1.24% 33
2013
Q2 		$3.91M Buy
+33,004
New +$3.99M 1.41% 32

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EP Wealth Advisors's CVX Position: Q1 2026 in Review

EP Wealth Advisors reduced its Chevron (CVX) stake by 0.78% in Q1 2026, selling an estimated $231K and leaving 161,443 shares worth $33.4M. The position accounts for 0.16% of the portfolio, ranked #98.

EP Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • EP Wealth Advisors held 161,443 shares of Chevron worth $33.4M as of Q1 2026.
  • EP Wealth Advisors sold 1,266 Chevron shares in Q1 2026, an estimated $231K.
  • Chevron made up 0.16% of EP Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • EP Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.