Evermay Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
6,070
+2,061
| +51% | +$384K | 0.1% | 93 |
|
|
2026
Q1 | $830K | Sell |
4,009
-346
| -8% | -$63.1K | 0.09% | 96 |
|
|
2025
Q4 | $664K | Buy |
4,355
+18
| +0.4% | +$2.74K | 0.07% | 109 |
|
|
2025
Q3 | $674K | Sell |
4,337
-288
| -6% | -$44.6K | 0.08% | 109 |
|
|
2025
Q2 | $662K | Buy |
4,625
+176
| +4% | +$24.8K | 0.08% | 111 |
|
|
2025
Q1 | $744K | Buy |
4,449
+24
| +0.5% | +$3.76K | 0.1% | 95 |
|
|
2024
Q4 | $641K | Sell |
4,425
-77
| -2% | -$11.8K | 0.1% | 111 |
|
|
2024
Q3 | $663K | Sell |
4,502
-145
| -3% | -$21.6K | 0.11% | 110 |
|
|
2024
Q2 | $727K | Buy |
4,647
+294
| +7% | +$46.9K | 0.12% | 97 |
|
|
2024
Q1 | $687K | Buy |
4,353
+10
| +0.2% | +$1.51K | 0.1% | 106 |
|
|
2023
Q4 | $648K | Buy |
4,343
+321
| +8% | +$48.5K | 0.12% | 89 |
|
|
2023
Q3 | $678K | Buy |
4,022
+422
| +12% | +$68.2K | 0.14% | 77 |
|
|
2023
Q2 | $567K | Buy |
3,600
+227
| +7% | +$36.4K | 0.11% | 94 |
|
|
2023
Q1 | $550K | Buy |
3,373
+297
| +10% | +$49.8K | 0.11% | 92 |
|
|
2022
Q4 | $552K | Sell |
3,076
-326
| -10% | -$56.9K | 0.11% | 89 |
|
|
2022
Q3 | $489K | Buy |
3,402
+213
| +7% | +$32.5K | 0.1% | 89 |
|
|
2022
Q2 | $462K | Buy |
3,189
+1,080
| +51% | +$179K | 0.09% | 94 |
|
|
2022
Q1 | $343K | Sell |
2,109
-1,155
| -35% | -$166K | 0.06% | 140 |
|
|
2021
Q4 | $383K | Buy |
3,264
+71
| +2% | +$8.06K | 0.07% | 117 |
|
|
2021
Q3 | $324K | Sell |
3,193
-334
| -9% | -$33.3K | 0.06% | 123 |
|
|
2021
Q2 | $369K | Sell |
3,527
-30
| -0.8% | -$3.17K | 0.07% | 123 |
|
|
2021
Q1 | $373K | Buy |
3,557
+84
| +2% | +$8.2K | 0.07% | 120 |
|
|
2020
Q4 | $293K | Sell |
3,473
-865
| -20% | -$70K | 0.06% | 139 |
|
|
2020
Q3 | $312K | Sell |
4,338
-149
| -3% | -$12.5K | 0.08% | 116 |
|
|
2020
Q2 | $400K | Sell |
4,487
-660
| -13% | -$59.1K | 0.11% | 91 |
|
|
2020
Q1 | $373K | Sell |
5,147
-370
| -7% | -$36.6K | 0.11% | 91 |
|
|
2019
Q4 | $665K | Buy |
5,517
+435
| +9% | +$51.2K | 0.16% | 65 |
|
|
2019
Q3 | $603K | Buy |
5,082
+31
| +0.6% | +$3.77K | 0.16% | 64 |
|
|
2019
Q2 | $629K | Buy |
5,051
+264
| +6% | +$31.9K | 0.17% | 60 |
|
|
2019
Q1 | $590K | Sell |
4,787
-99
| -2% | -$11.7K | 0.17% | 60 |
|
|
2018
Q4 | $532K | Sell |
4,886
-35
| -0.7% | -$4.05K | 0.17% | 60 |
|
|
2018
Q3 | $602K | Sell |
4,921
-374
| -7% | -$45.4K | 0.19% | 56 |
|
|
2018
Q2 | $669K | Sell |
5,295
-30
| -0.6% | -$3.72K | 0.22% | 52 |
|
|
2018
Q1 | $607K | Buy |
5,325
+963
| +22% | +$115K | 0.21% | 59 |
|
|
2017
Q4 | $546K | Buy |
4,362
+1,756
| +67% | +$208K | 0.2% | 57 |
|
|
2017
Q3 | $306K | Buy |
2,606
+1
| +0% | +$109 | 0.13% | 67 |
|
|
2017
Q2 | $272K | Buy |
2,605
+1
| +0% | +$106 | 0.12% | 74 |
|
|
2017
Q1 | $280K | Buy |
2,604
+376
| +17% | +$42.2K | 0.13% | 72 |
|
|
2016
Q4 | $262K | Buy |
2,228
+1
| +0% | +$109 | 0.13% | 61 |
|
|
2016
Q3 | $229K | Buy |
2,227
+76
| +4% | +$7.76K | 0.12% | 68 |
|
|
2016
Q2 | $226K | Sell |
2,151
-299
| -12% | -$30.1K | 0.12% | 68 |
|
|
2016
Q1 | $234K | Buy |
2,450
+1
| +0% | +$87 | 0.13% | 67 |
|
|
2015
Q4 | $220K | Sell |
2,449
-887
| -27% | -$80K | 0.13% | 71 |
|
|
2015
Q3 | $263K | Sell |
3,336
-996
| -23% | -$83.8K | 0.16% | 63 |
|
|
2015
Q2 | $418K | Buy |
4,332
+98
| +2% | +$10.3K | 0.25% | 41 |
|
|
2015
Q1 | $445K | Buy |
4,234
+101
| +2% | +$10.8K | 0.26% | 41 |
|
|
2014
Q4 | $464K | Sell |
4,133
-555
| -12% | -$63.1K | 0.3% | 42 |
|
|
2014
Q3 | $559K | Hold |
4,688
| – | – | 0.48% | 29 |
|
|
2014
Q2 | $612K | Buy |
4,688
+1,736
| +59% | +$216K | 0.53% | 23 |
|
|
2014
Q1 | $351K | Buy |
+2,952
| New | +$343K | 0.37% | 42 |
|
Other funds holding CVX
AACR
Evermay Wealth Management's CVX Position: Q2 2026 in Review
Evermay Wealth Management increased its Chevron (CVX) stake by 51% in Q2 2026, buying an estimated $384K and bringing the position to 6,070 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #93.
Evermay Wealth Management first reported a position in CVX in Q1 2014 and has held it in 50 quarters since. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Evermay Wealth Management held 6,070 shares of Chevron worth $1.01M as of Q2 2026.
- Evermay Wealth Management bought 2,061 Chevron shares in Q2 2026, an estimated $384K.
- Chevron made up 0.1% of Evermay Wealth Management's portfolio in Q2 2026, its #93 holding.
- Evermay Wealth Management first reported a position in Chevron in Q1 2014 and has held it in 50 quarters since.
- 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.