Evergreen Wealth Management
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
Q3 		$2.83M Buy
13,863
+27
+0.2% +$5.32K 1.1% 33
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Evergreen Wealth Management's CVX Position: Q3 2026 in Review

Evergreen Wealth Management increased its Chevron (CVX) stake by 0.2% in Q3 2026, buying an estimated $5.32K and bringing the position to 13,863 shares worth $2.83M. The position accounts for 1.1% of the portfolio, ranked #33.

Evergreen Wealth Management first reported a position in CVX in Q4 2022 and has held it in 10 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Evergreen Wealth Management held 13,863 shares of Chevron worth $2.83M as of Q3 2026.
  • Evergreen Wealth Management bought 27 Chevron shares in Q3 2026, an estimated $5.32K.
  • Chevron made up 1.1% of Evergreen Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Evergreen Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 10 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.