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EverSource Wealth Advisors’s Chevron CVX Stock Holding History

EverSource Wealth 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 		$6.54M Sell
39,462
-6,086
-13% -$1.13M 0.22% 97
2026
Q1 		$9.42M Buy
45,548
+6,009
+15% +$1.1M 0.29% 71
2025
Q4 		$6.03M Buy
39,539
+1,299
+3% +$198K 0.22% 88
2025
Q3 		$5.94M Sell
38,240
-6,959
-15% -$1.08M 0.23% 89
2025
Q2 		$6.47M Sell
45,199
-20,201
-31% -$2.85M 0.29% 80
2025
Q1 		$10.9M Sell
65,400
-1,741
-3% -$273K 0.6% 36
2024
Q4 		$9.72M Sell
67,141
-105
-0.2% -$16.1K 0.55% 42
2024
Q3 		$9.9M Sell
67,246
-5,403
-7% -$804K 0.63% 38
2024
Q2 		$11.7M Buy
72,649
+7,421
+11% +$1.18M 0.77% 29
2024
Q1 		$10.5M Buy
65,228
+19,124
+41% +$2.89M 0.83% 26
2023
Q4 		$6.88M Buy
46,104
+2,152
+5% +$325K 0.63% 35
2023
Q3 		$7.41M Buy
43,952
+1,038
+2% +$168K 0.79% 28
2023
Q2 		$6.75M Buy
42,914
+4,369
+11% +$700K 0.74% 30
2023
Q1 		$6.29M Buy
38,545
+1,391
+4% +$233K 0.78% 28
2022
Q4 		$6.67M Buy
37,154
+26,660
+254% +$4.65M 1.01% 19
2022
Q3 		$1.51M Buy
10,494
+2,619
+33% +$399K 0.35% 52
2022
Q2 		$1.14M Buy
7,875
+1,886
+31% +$312K 0.29% 59
2022
Q1 		$974K Buy
5,989
+1,491
+33% +$214K 0.25% 74
2021
Q4 		$528K Buy
+4,498
New +$511K 0.15% 111

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

EverSource Wealth Advisors's CVX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $1.13M and leaving 39,462 shares worth $6.54M. The position accounts for 0.22% of the portfolio, ranked #97.

EverSource Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q2 2024. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • EverSource Wealth Advisors held 39,462 shares of Chevron worth $6.54M as of Q2 2026.
  • EverSource Wealth Advisors sold 6,086 Chevron shares in Q2 2026, an estimated $1.13M.
  • Chevron made up 0.22% of EverSource Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • EverSource Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Chevron position peaked at $11.7M in Q2 2024.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.