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Evanson Asset Management’s Chevron CVX Stock Holding History

Evanson Asset Management’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 		$3.36M Sell
16,253
-955
-6% -$174K 0.18% 62
2025
Q4 		$2.62M Buy
17,208
+590
+4% +$89.9K 0.14% 75
2025
Q3 		$2.58M Buy
16,618
+759
+5% +$118K 0.15% 72
2025
Q2 		$2.27M Buy
15,859
+172
+1% +$24.2K 0.14% 77
2025
Q1 		$2.62M Sell
15,687
-440
-3% -$68.9K 0.19% 60
2024
Q4 		$2.34M Sell
16,127
-700
-4% -$107K 0.16% 67
2024
Q3 		$2.48M Buy
16,827
+26
+0.2% +$3.87K 0.17% 64
2024
Q2 		$2.63M Sell
16,801
-695
-4% -$111K 0.19% 57
2024
Q1 		$2.76M Buy
17,496
+16
+0.1% +$2.41K 0.21% 57
2023
Q4 		$2.61M Buy
17,480
+244
+1% +$36.9K 0.21% 51
2023
Q3 		$2.91M Buy
17,236
+1,299
+8% +$210K 0.27% 42
2023
Q2 		$2.51M Buy
15,937
+36
+0.2% +$5.77K 0.23% 50
2023
Q1 		$2.59M Sell
15,901
-14
-0.1% -$2.35K 0.26% 46
2022
Q4 		$2.86M Sell
15,915
-1,028
-6% -$179K 0.31% 38
2022
Q3 		$2.43M Buy
16,943
+601
+4% +$91.7K 0.29% 36
2022
Q2 		$2.37M Buy
16,342
+1
+0% +$165 0.26% 45
2022
Q1 		$2.66M Buy
16,341
+70
+0.4% +$10K 0.26% 45
2021
Q4 		$1.91M Buy
16,271
+2,013
+14% +$229K 0.17% 63
2021
Q3 		$1.48M Buy
14,258
+14
+0.1% +$1.4K 0.15% 77
2021
Q2 		$1.49M Sell
14,244
-2,299
-14% -$243K 0.16% 75
2021
Q1 		$1.73M Sell
16,543
-435
-3% -$42.5K 0.26% 61
2020
Q4 		$1.43M Sell
16,978
-3,985
-19% -$323K 0.23% 64
2020
Q3 		$1.51M Buy
20,963
+85
+0.4% +$7.15K 0.27% 53
2020
Q2 		$1.86M Sell
20,878
-5,287
-20% -$473K 0.37% 42
2020
Q1 		$1.9M Buy
26,165
+1,164
+5% +$115K 0.45% 40
2019
Q4 		$3.01M Sell
25,001
-396
-2% -$46.6K 0.59% 28
2019
Q3 		$3.01M Buy
25,397
+479
+2% +$58.2K 0.62% 28
2019
Q2 		$3.1M Sell
24,918
-1,267
-5% -$153K 0.63% 28
2019
Q1 		$3.23M Buy
26,185
+45
+0.2% +$5.32K 0.67% 28
2018
Q4 		$2.84M Buy
26,140
+22
+0.1% +$2.55K 0.65% 28
2018
Q3 		$3.19M Buy
26,118
+14,596
+127% +$1.77M 0.65% 29
2018
Q2 		$1.46M Sell
11,522
-135
-1% -$16.8K 0.29% 58
2018
Q1 		$1.33M Buy
11,657
+969
+9% +$116K 0.27% 62
2017
Q4 		$1.34M Buy
10,688
+758
+8% +$89.9K 0.27% 63
2017
Q3 		$1.17M Buy
9,930
+417
+4% +$45.5K 0.25% 65
2017
Q2 		$992K Sell
9,513
-8
-0.1% -$848 0.23% 70
2017
Q1 		$1.02M Buy
9,521
+44
+0.5% +$4.93K 0.25% 68
2016
Q4 		$1.11M Sell
9,477
-806
-8% -$87.8K 0.31% 63
2016
Q3 		$1.06M Sell
10,283
-39
-0.4% -$3.98K 0.3% 61
2016
Q2 		$1.08M Sell
10,322
-418
-4% -$42K 0.33% 58
2016
Q1 		$1.02M Buy
10,740
+847
+9% +$74.1K 0.35% 56
2015
Q4 		$890K Sell
9,893
-85
-0.9% -$7.67K 0.32% 64
2015
Q3 		$787K Sell
9,978
-1,409
-12% -$119K 0.3% 73
2015
Q2 		$1.1M Buy
11,387
+1,009
+10% +$106K 0.38% 63
2015
Q1 		$1.09M Buy
10,378
+414
+4% +$44.2K 0.39% 59
2014
Q4 		$1.12M Sell
9,964
-590
-6% -$67K 0.41% 56
2014
Q3 		$1.26M Sell
10,554
-919
-8% -$117K 0.51% 45
2014
Q2 		$1.5M Sell
11,473
-3
-0% -$373 0.58% 40
2014
Q1 		$1.36M Sell
11,476
-160
-1% -$18.6K 0.6% 38
2013
Q4 		$1.45M Buy
+11,636
New +$1.41M 0.65% 40

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

Evanson Asset Management's CVX Position: Q1 2026 in Review

Evanson Asset Management reduced its Chevron (CVX) stake by 5.5% in Q1 2026, selling an estimated $174K and leaving 16,253 shares worth $3.36M. The position accounts for 0.18% of the portfolio, ranked #62.

Evanson Asset Management first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Evanson Asset Management held 16,253 shares of Chevron worth $3.36M as of Q1 2026.
  • Evanson Asset Management sold 955 Chevron shares in Q1 2026, an estimated $174K.
  • Chevron made up 0.18% of Evanson Asset Management's portfolio in Q1 2026, its #62 holding.
  • Evanson Asset Management first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.