Evolution Wealth Advisors’s Chevron CVX Stock Holding History

Evolution 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	$239K	Sell	1,440 -10	-0.7%	-$1.86K	0.03%	160
2026 Q1	$300K	Buy	1,450 +79	+6%	+$14.4K	0.03%	139
2025 Q4	$209K	Hold	1,371	–	–	0.02%	160
2025 Q3	$213K	Sell	1,371 -150	-10%	-$23.2K	0.03%	156
2025 Q2	$218K	Hold	1,521	–	–	0.03%	157
2025 Q1	$254K	Sell	1,521 -70	-4%	-$11K	0.04%	127
2024 Q4	$230K	Buy	+1,591	New	+$244K	0.04%	129
2021 Q4	–	Sell	-306	Closed	-$31K	–	269
2021 Q3	$31K	Hold	306	–	–	0.01%	265
2021 Q2	$32K	Hold	306	–	–	0.01%	246
2021 Q1	$32K	Hold	306	–	–	0.01%	237
2020 Q4	$26K	Sell	306 -330	-52%	-$26.7K	0.01%	230
2020 Q3	$46K	Buy	636 +367	+136%	+$30.9K	0.01%	187
2020 Q2	$24K	Buy	269 +172	+177%	+$15.4K	0.01%	194
2020 Q1	$7K	Sell	97 -469	-83%	-$46.3K	﹤0.01%	228
2019 Q4	$68K	Buy	566 +451	+392%	+$53.1K	0.02%	130
2019 Q3	$14K	Sell	115 -155	-57%	-$18.8K	0.01%	136
2019 Q2	$34K	Buy	+270	New	+$32.6K	0.01%	96

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Evolution Wealth Advisors reduced its Chevron (CVX) stake by 0.69% in Q2 2026, selling an estimated $1.86K and leaving 1,440 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #160.

Evolution Wealth Advisors first reported a position in CVX in Q2 2019 and has held it in 17 quarters since. The position peaked at $300K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Evolution Wealth Advisors held 1,440 shares of Chevron worth $239K as of Q2 2026.
Evolution Wealth Advisors sold 10 Chevron shares in Q2 2026, an estimated $1.86K.
Chevron made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Evolution Wealth Advisors first reported a position in Chevron in Q2 2019 and has held it in 17 quarters since.
Evolution Wealth Advisors's Chevron position peaked at $300K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.