Evelyn Partners Investment Management Services’s Chevron CVX Stock Holding History

Evelyn Partners Investment Management Services’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	$248K	Hold	1,200	–	–	0.03%	126
2025 Q4	$183K	Sell	1,200 -500	-29%	-$76.2K	0.02%	127
2025 Q3	$264K	Buy	1,700 +830	+95%	+$129K	0.04%	119
2025 Q2	$125K	Hold	870	–	–	0.02%	138
2025 Q1	$146K	Buy	870 +550	+172%	+$86.1K	0.02%	124
2024 Q4	$46.3K	Buy	+320	New	+$49K	0.01%	173

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evelyn Partners Investment Management Services's CVX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Chevron (CVX) position steady in Q1 2026 at 1,200 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #126.

Evelyn Partners Investment Management Services first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q3 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Evelyn Partners Investment Management Services held 1,200 shares of Chevron worth $248K as of Q1 2026.
Evelyn Partners Investment Management Services left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #126 holding.
Evelyn Partners Investment Management Services first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Chevron position peaked at $264K in Q3 2025.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.