Evernest Financial Advisors’s Chevron CVX Stock Holding History

Evernest Financial Advisors’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	$813K	Sell	4,904 -58	-1%	-$10.8K	0.17%	89
2026 Q1	$917K	Buy	4,962 +374	+8%	+$68.2K	0.19%	81
2025 Q4	$838K	Sell	4,588 -385	-8%	-$58.6K	0.18%	88
2025 Q3	$772K	Buy	4,973 +257	+5%	+$39.8K	0.22%	92
2025 Q2	$675K	Sell	4,716 -111	-2%	-$15.6K	0.22%	92
2025 Q1	$808K	Buy	4,827 +1,149	+31%	+$180K	0.29%	79
2024 Q4	$533K	Buy	3,678 +379	+11%	+$58K	0.14%	101
2024 Q3	$486K	Sell	3,299 -808	-20%	-$120K	0.13%	106
2024 Q2	$642K	Sell	4,107 -361	-8%	-$57.6K	0.29%	72
2024 Q1	$715K	Sell	4,468 -8	-0.2%	-$1.21K	0.34%	67
2023 Q4	$668K	Buy	+4,476	New	+$677K	0.34%	69
2021 Q4	$638K	Buy	+4,227	New	+$480K	0.33%	69

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evernest Financial Advisors's CVX Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $10.8K and leaving 4,904 shares worth $813K. The position accounts for 0.17% of the portfolio, ranked #89.

Evernest Financial Advisors first reported a position in CVX in Q4 2021 and has held it in 12 quarters since. The position peaked at $917K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Evernest Financial Advisors held 4,904 shares of Chevron worth $813K as of Q2 2026.
Evernest Financial Advisors sold 58 Chevron shares in Q2 2026, an estimated $10.8K.
Chevron made up 0.17% of Evernest Financial Advisors's portfolio in Q2 2026, its #89 holding.
Evernest Financial Advisors first reported a position in Chevron in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Chevron position peaked at $917K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.