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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
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

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

Evernest Financial Advisors's CVX Position: Q1 2026 in Review

Evernest Financial Advisors increased its Chevron (CVX) stake by 8.2% in Q1 2026, buying an estimated $68.2K and bringing the position to 4,962 shares worth $917K. The position accounts for 0.19% of the portfolio, ranked #81.

Evernest Financial Advisors first reported a position in CVX in Q4 2021 and has held it in 11 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Evernest Financial Advisors held 4,962 shares of Chevron worth $917K as of Q1 2026.
  • Evernest Financial Advisors bought 374 Chevron shares in Q1 2026, an estimated $68.2K.
  • Chevron made up 0.19% of Evernest Financial Advisors's portfolio in Q1 2026, its #81 holding.
  • Evernest Financial Advisors first reported a position in Chevron in Q4 2021 and has held it in 11 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.