Evercore Wealth Management’s Chevron CVX Stock Holding History

Evercore Wealth 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	$29.9M	Sell	144,505 -9,445	-6%	-$1.72M	0.47%	47
2025 Q4	$23.5M	Buy	153,950 +8,962	+6%	+$1.36M	0.34%	51
2025 Q3	$22.5M	Sell	144,988 -19,266	-12%	-$2.98M	0.33%	49
2025 Q2	$23.5M	Sell	164,254 -8,005	-5%	-$1.13M	0.37%	48
2025 Q1	$28.8M	Sell	172,259 -29,934	-15%	-$4.69M	0.46%	45
2024 Q4	$29.3M	Sell	202,193 -145,828	-42%	-$22.3M	0.44%	45
2024 Q3	$51.3M	Sell	348,021 -16,084	-4%	-$2.39M	0.77%	37
2024 Q2	$57M	Sell	364,105 -211	-0.1%	-$33.6K	0.9%	36
2024 Q1	$57.5M	Buy	364,316 +19,304	+6%	+$2.91M	0.9%	37
2023 Q4	$51.5M	Sell	345,012 -3,414	-1%	-$516K	0.86%	38
2023 Q3	$58.8M	Buy	348,426 +32,114	+10%	+$5.19M	1.1%	36
2023 Q2	$49.8M	Buy	316,312 +19,491	+7%	+$3.12M	0.91%	38
2023 Q1	$48.4M	Buy	296,821 +170,434	+135%	+$28.6M	0.97%	38
2022 Q4	$22.7M	Buy	126,387 +4,129	+3%	+$721K	0.48%	46
2022 Q3	$17.6M	Buy	122,258 +4,314	+4%	+$658K	0.4%	48
2022 Q2	$17.1M	Buy	117,944 +9,559	+9%	+$1.58M	0.36%	48
2022 Q1	$17.6M	Sell	108,385 -2,727	-2%	-$391K	0.31%	51
2021 Q4	$13M	Sell	111,112 -8,204	-7%	-$932K	0.21%	62
2021 Q3	$12.1M	Buy	119,316 +2,654	+2%	+$265K	0.22%	60
2021 Q2	$12.2M	Sell	116,662 -4,113	-3%	-$434K	0.22%	59
2021 Q1	$12.7M	Sell	120,775 -3,124	-3%	-$305K	0.25%	58
2020 Q4	$10.5M	Sell	123,899 -27,087	-18%	-$2.19M	0.23%	60
2020 Q3	$10.9M	Sell	150,986 -9,106	-6%	-$766K	0.27%	56
2020 Q2	$14.3M	Sell	160,092 -14,708	-8%	-$1.32M	0.38%	50
2020 Q1	$12.7M	Sell	174,800 -22,736	-12%	-$2.25M	0.42%	49
2019 Q4	$23.8M	Sell	197,536 -10,750	-5%	-$1.27M	0.64%	40
2019 Q3	$24.7M	Sell	208,286 -7,293	-3%	-$886K	0.72%	40
2019 Q2	$26.8M	Buy	215,579 +6,493	+3%	+$785K	0.81%	39
2019 Q1	$25.8M	Buy	209,086 +14,638	+8%	+$1.73M	0.83%	39
2018 Q4	$21.2M	Sell	194,448 -3,411	-2%	-$395K	0.8%	39
2018 Q3	$24.2M	Buy	197,859 +1,665	+0.8%	+$202K	0.77%	42
2018 Q2	$24.8M	Buy	196,194 +34,860	+22%	+$4.33M	0.85%	43
2018 Q1	$18.4M	Sell	161,334 -2,076	-1%	-$248K	0.7%	43
2017 Q4	$20.5M	Sell	163,410 -2,003	-1%	-$238K	0.76%	40
2017 Q3	$19.4M	Sell	165,413 -14,539	-8%	-$1.59M	0.76%	42
2017 Q2	$18.8M	Sell	179,952 -10,811	-6%	-$1.15M	0.73%	43
2017 Q1	$20.5M	Buy	190,763 +5,413	+3%	+$607K	0.8%	42
2016 Q4	$21.8M	Sell	185,350 -10,742	-5%	-$1.17M	0.9%	40
2016 Q3	$20.2M	Buy	196,092 +25,661	+15%	+$2.62M	0.84%	43
2016 Q2	$17.9M	Sell	170,431 -9,586	-5%	-$964K	0.79%	43
2016 Q1	$17.2M	Buy	180,017 +2,584	+1%	+$226K	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%	-$1.2M	0.74%	46
2015 Q2	$20.2M	Buy	209,608 +6,653	+3%	+$699K	0.91%	39
2015 Q1	$21.3M	Sell	202,955 -13,912	-6%	-$1.48M	0.98%	36
2014 Q4	$24.3M	Buy	216,867 +23,504	+12%	+$2.67M	1.21%	31
2014 Q3	$23.1M	Buy	193,363 +1,475	+0.8%	+$188K	1.16%	29
2014 Q2	$25.1M	Buy	191,888 +4,338	+2%	+$540K	1.29%	24
2014 Q1	$22.3M	Sell	187,550 -36,350	-16%	-$4.23M	1.25%	25
2013 Q4	$27.9M	Buy	223,900 +2,459	+1%	+$297K	1.54%	11
2013 Q3	$26.9M	Sell	221,441 -11,922	-5%	-$1.47M	1.54%	8
2013 Q2	$27.6M	Buy	+233,363	New	+$28.2M	1.56%	9

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

Evercore Wealth Management's CVX Position: Q1 2026 in Review

Evercore Wealth Management reduced its Chevron (CVX) stake by 6.1% in Q1 2026, selling an estimated $1.72M and leaving 144,505 shares worth $29.9M. The position accounts for 0.47% of the portfolio, ranked #47.

Evercore Wealth Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.8M in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Evercore Wealth Management held 144,505 shares of Chevron worth $29.9M as of Q1 2026.
Evercore Wealth Management sold 9,445 Chevron shares in Q1 2026, an estimated $1.72M.
Chevron made up 0.47% of Evercore Wealth Management's portfolio in Q1 2026, its #47 holding.
Evercore Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Chevron position peaked at $58.8M in Q3 2023.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.