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Everhart Financial Group’s Chevron CVX Stock Holding History

Everhart Financial Group’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 		$1.97M Sell
11,896
-1,353
-10% -$252K 0.13% 84
2026
Q1 		$2.74M Buy
13,249
+1,710
+15% +$312K 0.23% 58
2025
Q4 		$1.76M Sell
11,539
-158
-1% -$24.1K 0.16% 80
2025
Q3 		$1.82M Buy
11,697
+1,198
+11% +$186K 0.18% 69
2025
Q2 		$1.5M Sell
10,499
-360
-3% -$50.8K 0.17% 81
2025
Q1 		$1.82M Buy
10,859
+1,983
+22% +$310K 0.25% 53
2024
Q4 		$1.29M Buy
8,876
+1,076
+14% +$165K 0.26% 73
2024
Q3 		$1.15M Sell
7,800
-564
-7% -$83.9K 0.25% 84
2024
Q2 		$1.31M Buy
8,364
+1,436
+21% +$229K 0.34% 53
2024
Q1 		$1.09M Buy
6,928
+1,506
+28% +$227K 0.32% 63
2023
Q4 		$809K Sell
5,422
-1,134
-17% -$172K 0.29% 68
2023
Q3 		$1.11M Buy
6,556
+482
+8% +$77.9K 0.47% 45
2023
Q2 		$956K Sell
6,074
-169
-3% -$27.1K 0.4% 53
2023
Q1 		$1.02M Buy
6,243
+374
+6% +$62.7K 0.46% 47
2022
Q4 		$1.05M Buy
5,869
+708
+14% +$124K 0.53% 41
2022
Q3 		$742K Buy
5,161
+742
+17% +$113K 0.41% 46
2022
Q2 		$639K Buy
4,419
+592
+15% +$97.9K 0.39% 53
2022
Q1 		$623K Buy
+3,827
New +$549K 0.36% 57

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's CVX Position: Q2 2026 in Review

Everhart Financial Group reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $252K and leaving 11,896 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #84.

Everhart Financial Group first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.74M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Everhart Financial Group held 11,896 shares of Chevron worth $1.97M as of Q2 2026.
  • Everhart Financial Group sold 1,353 Chevron shares in Q2 2026, an estimated $252K.
  • Chevron made up 0.13% of Everhart Financial Group's portfolio in Q2 2026, its #84 holding.
  • Everhart Financial Group first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's Chevron position peaked at $2.74M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.