EW
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Evoke Wealth’s Chevron CVX Stock Holding History

Evoke Wealth’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 		$9.18M Buy
44,347
+1,179
+3% +$215K 0.16% 58
2025
Q4 		$6.58M Buy
43,168
+128
+0.3% +$19.5K 0.12% 74
2025
Q3 		$6.68M Buy
43,040
+2,812
+7% +$436K 0.14% 69
2025
Q2 		$5.76M Buy
40,228
+1,134
+3% +$160K 0.13% 69
2025
Q1 		$6.54M Sell
39,094
-4,578
-10% -$717K 0.17% 59
2024
Q4 		$6.33M Buy
43,672
+2,428
+6% +$372K 0.18% 61
2024
Q3 		$6.07M Buy
+41,244
New +$6.14M 0.16% 65
2024
Q2 		– Sell
-40,684
Closed -$6.42M – 167
2024
Q1 		$6.42M Buy
+40,684
New +$6.14M 0.19% 59
2023
Q4 		– Sell
-9,196
Closed -$1.55M – 151
2023
Q3 		$1.55M Buy
9,196
+2,846
+45% +$460K 0.05% 135
2023
Q2 		$999K Buy
6,350
+401
+7% +$64.3K 0.03% 163
2023
Q1 		$971K Buy
5,949
+367
+7% +$61.5K 0.04% 164
2022
Q4 		$1M Buy
5,582
+115
+2% +$20.1K 0.04% 163
2022
Q3 		$785K Sell
5,467
-397
-7% -$60.5K 0.03% 172
2022
Q2 		$849K Buy
5,864
+73
+1% +$12.1K 0.03% 169
2022
Q1 		$943K Buy
5,791
+81
+1% +$11.6K 0.03% 182
2021
Q4 		$670K Sell
5,710
-359
-6% -$40.8K 0.02% 217
2021
Q3 		$615K Sell
6,069
-1,588
-21% -$158K 0.02% 214
2021
Q2 		$802K Buy
7,657
+2,785
+57% +$294K 0.03% 195
2021
Q1 		$511K Sell
4,872
-352
-7% -$34.4K 0.02% 215
2020
Q4 		$441K Sell
5,224
-43,399
-89% -$3.51M 0.03% 158
2020
Q3 		$3.5M Buy
48,623
+297
+0.6% +$25K 0.28% 33
2020
Q2 		$4.31M Sell
48,326
-657
-1% -$58.8K 0.42% 26
2020
Q1 		$3.55M Sell
48,983
-691
-1% -$68.3K 0.51% 26
2019
Q4 		$5.99M Buy
49,674
+679
+1% +$80K 0.76% 16
2019
Q3 		$5.81M Buy
+48,995
New +$5.95M 0.72% 21

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

Evoke Wealth's CVX Position: Q1 2026 in Review

Evoke Wealth increased its Chevron (CVX) stake by 2.7% in Q1 2026, buying an estimated $215K and bringing the position to 44,347 shares worth $9.18M. The position accounts for 0.16% of the portfolio, ranked #58.

Evoke Wealth first reported a position in CVX in Q3 2019 and has held it in 25 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Evoke Wealth held 44,347 shares of Chevron worth $9.18M as of Q1 2026.
  • Evoke Wealth bought 1,179 Chevron shares in Q1 2026, an estimated $215K.
  • Chevron made up 0.16% of Evoke Wealth's portfolio in Q1 2026, its #58 holding.
  • Evoke Wealth first reported a position in Chevron in Q3 2019 and has held it in 25 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.