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Evergreen Wealth Solutions’s Chevron CVX Stock Holding History

Evergreen Wealth Solutions’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 		$2.75M Buy
13,934
+2,834
+26% +$527K 0.14% 111
2026
Q1 		$2.3M Buy
11,100
+6,077
+121% +$1.11M 0.16% 105
2025
Q4 		$766K Buy
5,023
+493
+11% +$75.1K 0.11% 96
2025
Q3 		$703K Sell
4,530
-713
-14% -$110K 0.4% 48
2025
Q2 		$751K Sell
5,243
-504
-9% -$71K 0.45% 44
2025
Q1 		$961K Sell
5,747
-870
-13% -$136K 0.65% 30
2024
Q4 		$958K Buy
6,617
+1,445
+28% +$221K 0.67% 31
2024
Q3 		$762K Sell
5,172
-2,175
-30% -$324K 0.52% 34
2024
Q2 		$1.15M Sell
7,347
-703
-9% -$112K 0.82% 21
2024
Q1 		$1.27M Sell
8,050
-596
-7% -$89.9K 0.94% 24
2023
Q4 		$1.29M Sell
8,646
-172
-2% -$26K 1.1% 24
2023
Q3 		$1.49M Sell
8,818
-96
-1% -$15.5K 1.5% 14
2023
Q2 		$1.4M Buy
8,914
+243
+3% +$39K 1.41% 19
2023
Q1 		$1.42M Sell
8,671
-39
-0.4% -$6.54K 1.64% 15
2022
Q4 		$1.56M Sell
8,710
-196
-2% -$34.2K 2.06% 11
2022
Q3 		$1.28M Buy
8,906
+1,236
+16% +$189K 1.81% 16
2022
Q2 		$1.11M Sell
7,670
-483
-6% -$79.8K 1.36% 24
2022
Q1 		$1.33M Sell
8,153
-575
-7% -$82.5K 1.29% 23
2021
Q4 		$1.02M Buy
+8,728
New +$991K 0.93% 32

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Evergreen Wealth Solutions increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $527K and bringing the position to 13,934 shares worth $2.75M. The position accounts for 0.14% of the portfolio, ranked #111.

Evergreen Wealth Solutions first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Evergreen Wealth Solutions held 13,934 shares of Chevron worth $2.75M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,834 Chevron shares in Q2 2026, an estimated $527K.
  • Chevron made up 0.14% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #111 holding.
  • Evergreen Wealth Solutions first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.