Evergreen Private Wealth’s Chevron CVX Stock Holding History

Evergreen Private Wealth’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
2025 Q3	–	Sell	-38	Closed	-$5.44K	–	253
2025 Q2	$5.44K	Buy	+38	New	+$5.36K	﹤0.01%	182

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evergreen Private Wealth's CVX Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Chevron (CVX) in Q3 2025, closing a stake of 38 shares — an estimated $5.44K sold.

Evergreen Private Wealth first reported a position in CVX in Q2 2025 and held it in 1 quarter. The position peaked at $5.44K in Q2 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Evergreen Private Wealth reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 38 Chevron shares in Q3 2025, an estimated $5.44K.
Evergreen Private Wealth first reported a position in Chevron in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Chevron position peaked at $5.44K in Q2 2025.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.