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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
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

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

Evolution Wealth Advisors's CVX Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Chevron (CVX) stake by 5.8% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,450 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #139.

Evolution Wealth Advisors first reported a position in CVX in Q2 2019 and has held it in 16 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Evolution Wealth Advisors held 1,450 shares of Chevron worth $300K as of Q1 2026.
  • Evolution Wealth Advisors bought 79 Chevron shares in Q1 2026, an estimated $14.4K.
  • Chevron made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • Evolution Wealth Advisors first reported a position in Chevron in Q2 2019 and has held it in 16 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.