ECM
CVX icon

Evergreen Capital Management’s Chevron CVX Stock Holding History

Evergreen Capital 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
Q2 		$8.22M Sell
49,573
-362
-0.7% -$67.4K 0.14% 143
2026
Q1 		$10.3M Sell
49,935
-255
-0.5% -$46.5K 0.22% 108
2025
Q4 		$7.65M Sell
50,190
-463
-0.9% -$70.5K 0.17% 139
2025
Q3 		$7.87M Buy
50,653
+17,845
+54% +$2.76M 0.19% 134
2025
Q2 		$4.7M Sell
32,808
-7,409
-18% -$1.04M 0.14% 165
2025
Q1 		$6.73M Buy
40,217
+1,825
+5% +$286K 0.23% 132
2024
Q4 		$5.56M Buy
38,392
+2,520
+7% +$386K 0.18% 140
2024
Q3 		$5.28M Sell
35,872
-5,025
-12% -$748K 0.18% 143
2024
Q2 		$6.4M Buy
40,897
+775
+2% +$124K 0.23% 121
2024
Q1 		$6.33M Sell
40,122
-4,707
-10% -$710K 0.24% 113
2023
Q4 		$6.69M Buy
44,829
+3,836
+9% +$580K 0.27% 108
2023
Q3 		$6.91M Buy
40,993
+1,605
+4% +$259K 0.3% 98
2023
Q2 		$6.2M Buy
39,388
+2,436
+7% +$391K 0.26% 117
2023
Q1 		$6.03M Sell
36,952
-166
-0.4% -$27.8K 0.27% 110
2022
Q4 		$6.66M Buy
37,118
+1,002
+3% +$175K 0.31% 93
2022
Q3 		$5.19M Buy
36,116
+2,818
+8% +$430K 0.27% 110
2022
Q2 		$4.82M Sell
33,298
-2,423
-7% -$401K 0.25% 112
2022
Q1 		$5.82M Buy
35,721
+235
+0.7% +$33.7K 0.24% 122
2021
Q4 		$4.16M Buy
35,486
+1,005
+3% +$114K 0.17% 152
2021
Q3 		$3.5M Sell
34,481
-47,598
-58% -$4.75M 0.16% 150
2021
Q2 		$8.6M Buy
82,079
+53,005
+182% +$5.6M 0.41% 64
2021
Q1 		$3.05M Buy
29,074
+1,654
+6% +$162K 0.16% 145
2020
Q4 		$2.32M Sell
27,420
-1,340
-5% -$108K 0.14% 155
2020
Q3 		$2.07M Sell
28,760
-1,259
-4% -$106K 0.14% 146
2020
Q2 		$2.68M Buy
30,019
+675
+2% +$60.4K 0.2% 114
2020
Q1 		$2.13M Sell
29,344
-4,741
-14% -$468K 0.2% 105
2019
Q4 		$4.11M Sell
34,085
-77
-0.2% -$9.07K 0.34% 71
2019
Q3 		$4.05M Sell
34,162
-678
-2% -$82.3K 0.38% 67
2019
Q2 		$4.34M Buy
34,840
+5,446
+19% +$659K 0.41% 61
2019
Q1 		$3.62M Buy
29,394
+951
+3% +$113K 0.36% 73
2018
Q4 		$3.09M Buy
28,443
+540
+2% +$62.6K 0.32% 77
2018
Q3 		$3.41M Buy
27,903
+1,680
+6% +$204K 0.3% 78
2018
Q2 		$3.31M Sell
26,223
-785
-3% -$97.4K 0.31% 75
2018
Q1 		$3.08M Buy
27,008
+5,002
+23% +$598K 0.3% 81
2017
Q4 		$2.75M Sell
22,006
-7,381
-25% -$875K 0.28% 87
2017
Q3 		$3.45M Buy
29,387
+18,440
+168% +$2.01M 0.4% 66
2017
Q2 		$1.14M Buy
10,947
+1,375
+14% +$146K 0.18% 85
2017
Q1 		$1.03M Sell
9,572
-2,085
-18% -$234K 0.21% 76
2016
Q4 		$1.37M Sell
11,657
-225
-2% -$24.5K 0.27% 75
2016
Q3 		$1.22M Buy
11,882
+55
+0.5% +$5.62K 0.24% 70
2016
Q2 		$1.24M Sell
11,827
-285
-2% -$28.7K 0.27% 67
2016
Q1 		$1.16M Buy
12,112
+454
+4% +$39.7K 0.27% 64
2015
Q4 		$1.05M Sell
11,658
-3,725
-24% -$336K 0.25% 68
2015
Q3 		$1.21M Sell
15,383
-35,205
-70% -$2.96M 0.32% 67
2015
Q2 		$4.88M Sell
50,588
-1,475
-3% -$155K 1.2% 28
2015
Q1 		$5.47M Buy
52,063
+875
+2% +$93.4K 1.2% 31
2014
Q4 		$6.11M Sell
51,188
-575
-1% -$65.3K 1.2% 28
2014
Q3 		$6.18M Buy
51,763
+755
+1% +$96.3K 1.2% 26
2014
Q2 		$6.66M Buy
51,008
+363
+0.7% +$45.2K 1.31% 23
2014
Q1 		$6.02M Sell
50,645
-1,290
-2% -$150K 1.21% 28
2013
Q4 		$6.49M Sell
51,935
-5,600
-10% -$677K 1.18% 28
2013
Q3 		$6.99M Buy
57,535
+225
+0.4% +$27.7K 1.12% 27
2013
Q2 		$6.78M Buy
+57,310
New +$6.93M 1.04% 34

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Evergreen Capital Management's CVX Position: Q2 2026 in Review

Evergreen Capital Management reduced its Chevron (CVX) stake by 0.72% in Q2 2026, selling an estimated $67.4K and leaving 49,573 shares worth $8.22M. The position accounts for 0.14% of the portfolio, ranked #143.

Evergreen Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.3M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Evergreen Capital Management held 49,573 shares of Chevron worth $8.22M as of Q2 2026.
  • Evergreen Capital Management sold 362 Chevron shares in Q2 2026, an estimated $67.4K.
  • Chevron made up 0.14% of Evergreen Capital Management's portfolio in Q2 2026, its #143 holding.
  • Evergreen Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Evergreen Capital Management's Chevron position peaked at $10.3M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.