EWM
CVX icon

Evergreen Wealth Management’s Chevron CVX Stock Holding History

Evergreen 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
Q2 		$2.29M Buy
13,836
+412
+3% +$76.7K 1.08% 30
2026
Q1 		$2.78M Buy
13,424
+185
+1% +$33.7K 1.43% 23
2025
Q4 		$2.02M Buy
13,239
+221
+2% +$33.7K 1.02% 32
2025
Q3 		$2.02M Buy
13,018
+210
+2% +$32.5K 1.06% 32
2025
Q2 		$1.83M Buy
12,808
+66
+0.5% +$9.3K 1.03% 33
2025
Q1 		$2.13M Buy
12,742
+1,448
+13% +$227K 1.27% 28
2024
Q4 		$1.64M Buy
11,294
+24
+0.2% +$3.67K 0.97% 33
2024
Q3 		$1.66M Buy
+11,270
New +$1.68M 1% 33
2023
Q1 		– Sell
-1,371
Closed -$246K – 53
2022
Q4 		$246K Buy
+1,371
New +$239K 0.23% 54

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Evergreen Wealth Management increased its Chevron (CVX) stake by 3.1% in Q2 2026, buying an estimated $76.7K and bringing the position to 13,836 shares worth $2.29M. The position accounts for 1.08% of the portfolio, ranked #30.

Evergreen Wealth Management first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.78M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Evergreen Wealth Management held 13,836 shares of Chevron worth $2.29M as of Q2 2026.
  • Evergreen Wealth Management bought 412 Chevron shares in Q2 2026, an estimated $76.7K.
  • Chevron made up 1.08% of Evergreen Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Evergreen Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
  • Evergreen Wealth Management's Chevron position peaked at $2.78M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.