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Everpar Advisors’s Chevron CVX Stock Holding History

Everpar 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 		$2.2M Sell
13,288
-66
-0.5% -$12.3K 0.63% 33
2026
Q1 		$2.76M Buy
13,354
+1,162
+10% +$212K 0.95% 22
2025
Q4 		$1.86M Sell
12,192
-620
-5% -$94.4K 0.69% 29
2025
Q3 		$1.99M Buy
12,812
+999
+8% +$155K 0.79% 24
2025
Q2 		$1.69M Sell
11,813
-718
-6% -$101K 0.77% 24
2025
Q1 		$2.1M Buy
12,531
+28
+0.2% +$4.38K 1.11% 15
2024
Q4 		$1.81M Sell
12,503
-863
-6% -$132K 0.91% 20
2024
Q3 		$1.97M Sell
13,366
-1,643
-11% -$245K 1.02% 18
2024
Q2 		$2.35M Buy
15,009
+1,940
+15% +$309K 1.18% 13
2024
Q1 		$2.06M Buy
13,069
+3,640
+39% +$549K 1.25% 9
2023
Q4 		$1.41M Buy
+9,429
New +$1.43M 0.65% 25

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

Everpar Advisors's CVX Position: Q2 2026 in Review

Everpar Advisors reduced its Chevron (CVX) stake by 0.49% in Q2 2026, selling an estimated $12.3K and leaving 13,288 shares worth $2.2M. The position accounts for 0.63% of the portfolio, ranked #33.

Everpar Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Everpar Advisors held 13,288 shares of Chevron worth $2.2M as of Q2 2026.
  • Everpar Advisors sold 66 Chevron shares in Q2 2026, an estimated $12.3K.
  • Chevron made up 0.63% of Everpar Advisors's portfolio in Q2 2026, its #33 holding.
  • Everpar Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Chevron position peaked at $2.76M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.