EWM
Evercore Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Sell |
164,254
-8,005
| -5% | -$1.15M | 0.37% | 48 |
|
|
2025
Q1 | $28.8M | Sell |
172,259
-29,934
| -15% | -$5.01M | 0.46% | 45 |
|
|
2024
Q4 | $29.3M | Sell |
202,193
-145,828
| -42% | -$21.1M | 0.44% | 45 |
|
|
2024
Q3 | $51.3M | Sell |
348,021
-16,084
| -4% | -$2.37M | 0.77% | 37 |
|
|
2024
Q2 | $57M | Sell |
364,105
-211
| -0.1% | -$33K | 0.9% | 36 |
|
|
2024
Q1 | $57.5M | Buy |
364,316
+19,304
| +6% | +$3.05M | 0.9% | 37 |
|
|
2023
Q4 | $51.5M | Sell |
345,012
-3,414
| -1% | -$509K | 0.86% | 38 |
|
|
2023
Q3 | $58.8M | Buy |
348,426
+32,114
| +10% | +$5.42M | 1.1% | 36 |
|
|
2023
Q2 | $49.8M | Buy |
316,312
+19,491
| +7% | +$3.07M | 0.91% | 38 |
|
|
2023
Q1 | $48.4M | Buy |
296,821
+170,434
| +135% | +$27.8M | 0.97% | 38 |
|
|
2022
Q4 | $22.7M | Buy |
126,387
+4,129
| +3% | +$741K | 0.48% | 46 |
|
|
2022
Q3 | $17.6M | Buy |
122,258
+4,314
| +4% | +$620K | 0.4% | 48 |
|
|
2022
Q2 | $17.1M | Buy |
117,944
+9,559
| +9% | +$1.38M | 0.36% | 48 |
|
|
2022
Q1 | $17.6M | Sell |
108,385
-2,727
| -2% | -$444K | 0.31% | 51 |
|
|
2021
Q4 | $13M | Sell |
111,112
-8,204
| -7% | -$963K | 0.21% | 62 |
|
|
2021
Q3 | $12.1M | Buy |
119,316
+2,654
| +2% | +$269K | 0.22% | 60 |
|
|
2021
Q2 | $12.2M | Sell |
116,662
-4,113
| -3% | -$431K | 0.22% | 59 |
|
|
2021
Q1 | $12.7M | Sell |
120,775
-3,124
| -3% | -$327K | 0.25% | 58 |
|
|
2020
Q4 | $10.5M | Sell |
123,899
-27,087
| -18% | -$2.29M | 0.23% | 60 |
|
|
2020
Q3 | $10.9M | Sell |
150,986
-9,106
| -6% | -$656K | 0.27% | 56 |
|
|
2020
Q2 | $14.3M | Sell |
160,092
-14,708
| -8% | -$1.31M | 0.38% | 50 |
|
|
2020
Q1 | $12.7M | Sell |
174,800
-22,736
| -12% | -$1.65M | 0.42% | 49 |
|
|
2019
Q4 | $23.8M | Sell |
197,536
-10,750
| -5% | -$1.3M | 0.64% | 40 |
|
|
2019
Q3 | $24.7M | Sell |
208,286
-7,293
| -3% | -$865K | 0.72% | 40 |
|
|
2019
Q2 | $26.8M | Buy |
215,579
+6,493
| +3% | +$808K | 0.81% | 39 |
|
|
2019
Q1 | $25.8M | Buy |
209,086
+14,638
| +8% | +$1.8M | 0.83% | 39 |
|
|
2018
Q4 | $21.2M | Sell |
194,448
-3,411
| -2% | -$371K | 0.8% | 39 |
|
|
2018
Q3 | $24.2M | Buy |
197,859
+1,665
| +0.8% | +$204K | 0.77% | 42 |
|
|
2018
Q2 | $24.8M | Buy |
196,194
+34,860
| +22% | +$4.41M | 0.85% | 43 |
|
|
2018
Q1 | $18.4M | Sell |
161,334
-2,076
| -1% | -$237K | 0.7% | 43 |
|
|
2017
Q4 | $20.5M | Sell |
163,410
-2,003
| -1% | -$251K | 0.76% | 40 |
|
|
2017
Q3 | $19.4M | Sell |
165,413
-14,539
| -8% | -$1.71M | 0.76% | 42 |
|
|
2017
Q2 | $18.8M | Sell |
179,952
-10,811
| -6% | -$1.13M | 0.73% | 43 |
|
|
2017
Q1 | $20.5M | Buy |
190,763
+5,413
| +3% | +$581K | 0.8% | 42 |
|
|
2016
Q4 | $21.8M | Sell |
185,350
-10,742
| -5% | -$1.26M | 0.9% | 40 |
|
|
2016
Q3 | $20.2M | Buy |
196,092
+25,661
| +15% | +$2.64M | 0.84% | 43 |
|
|
2016
Q2 | $17.9M | Sell |
170,431
-9,586
| -5% | -$1M | 0.79% | 43 |
|
|
2016
Q1 | $17.2M | Buy |
180,017
+2,584
| +1% | +$247K | 0.76% | 43 |
|
|
2015
Q4 | $16M | Sell |
177,433
-17,894
| -9% | -$1.61M | 0.74% | 44 |
|
|
2015
Q3 | $15.4M | Sell |
195,327
-14,281
| -7% | -$1.13M | 0.74% | 46 |
|
|
2015
Q2 | $20.2M | Buy |
209,608
+6,653
| +3% | +$642K | 0.91% | 39 |
|
|
2015
Q1 | $21.3M | Sell |
202,955
-13,912
| -6% | -$1.46M | 0.98% | 36 |
|
|
2014
Q4 | $24.3M | Buy |
216,867
+23,504
| +12% | +$2.64M | 1.21% | 31 |
|
|
2014
Q3 | $23.1M | Buy |
193,363
+1,475
| +0.8% | +$176K | 1.16% | 29 |
|
|
2014
Q2 | $25.1M | Buy |
191,888
+4,338
| +2% | +$566K | 1.29% | 24 |
|
|
2014
Q1 | $22.3M | Sell |
187,550
-36,350
| -16% | -$4.33M | 1.25% | 25 |
|
|
2013
Q4 | $28M | Buy |
223,900
+2,459
| +1% | +$307K | 1.54% | 11 |
|
|
2013
Q3 | $26.9M | Sell |
221,441
-11,922
| -5% | -$1.45M | 1.54% | 8 |
|
|
2013
Q2 | $27.6M | Buy |
+233,363
| New | +$27.6M | 1.56% | 9 |
|