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Evelyn Partners Investment Management’s Chevron CVX Stock Holding History

Evelyn Partners Investment 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 		$20.7M Sell
100,111
-3,618
-3% -$660K 0.56% 40
2025
Q4 		$15.8M Sell
103,729
-202
-0.2% -$30.8K 0.44% 50
2025
Q3 		$16.1M Sell
103,931
-5,135
-5% -$795K 0.46% 47
2025
Q2 		$15.6M Sell
109,066
-4,267
-4% -$602K 0.48% 49
2025
Q1 		$19M Sell
113,333
-15,365
-12% -$2.41M 0.63% 40
2024
Q4 		$18.6M Buy
+128,698
New +$19.7M 0.61% 39

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 $295B AUM 31.6% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Chevron (CVX) stake by 3.5% in Q1 2026, selling an estimated $660K and leaving 100,111 shares worth $20.7M. The position accounts for 0.56% of the portfolio, ranked #40.

Evelyn Partners Investment Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Evelyn Partners Investment Management held 100,111 shares of Chevron worth $20.7M as of Q1 2026.
  • Evelyn Partners Investment Management sold 3,618 Chevron shares in Q1 2026, an estimated $660K.
  • Chevron made up 0.56% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #40 holding.
  • Evelyn Partners Investment Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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