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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evergreen Wealth Solutions's CVX Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Chevron (CVX) stake by 121% in Q1 2026, buying an estimated $1.11M and bringing the position to 11,100 shares worth $2.3M. The position accounts for 0.16% of the portfolio, ranked #105.

Evergreen Wealth Solutions first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Evergreen Wealth Solutions held 11,100 shares of Chevron worth $2.3M as of Q1 2026.
  • Evergreen Wealth Solutions bought 6,077 Chevron shares in Q1 2026, an estimated $1.11M.
  • Chevron made up 0.16% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #105 holding.
  • Evergreen Wealth Solutions first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.