Evoke Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-44,347
| Closed | -$9.18M | – | 137 |
|
|
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
Evoke Wealth's CVX Position: Q2 2026 in Review
Evoke Wealth sold out of Chevron (CVX) in Q2 2026, closing a stake of 44,347 shares — an estimated $9.18M sold.
Evoke Wealth first reported a position in CVX in Q3 2019 and held it in 25 quarters. The position peaked at $9.18M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Evoke Wealth reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 44,347 Chevron shares in Q2 2026, an estimated $9.18M.
- Evoke Wealth first reported a position in Chevron in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's Chevron position peaked at $9.18M in Q1 2026.
- 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.