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Evolution Wealth Management’s Chevron CVX Stock Holding History

Evolution Wealth Management’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 		$90.8K Buy
548
+98
+22% +$18.2K 0.05% 223
2026
Q1 		$93.1K Buy
450
+120
+36% +$21.9K 0.07% 182
2025
Q4 		$50.3K Buy
330
+65
+25% +$9.9K 0.04% 246
2025
Q3 		$41.2K Sell
265
-79
-23% -$12.2K 0.04% 218
2025
Q2 		$49.3K Buy
+344
New +$48.5K 0.06% 182

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Evolution Wealth Management increased its Chevron (CVX) stake by 22% in Q2 2026, buying an estimated $18.2K and bringing the position to 548 shares worth $90.8K. The position accounts for 0.05% of the portfolio, ranked #223.

Evolution Wealth Management first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $93.1K in Q1 2026. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Evolution Wealth Management held 548 shares of Chevron worth $90.8K as of Q2 2026.
  • Evolution Wealth Management bought 98 Chevron shares in Q2 2026, an estimated $18.2K.
  • Chevron made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Evolution Wealth Management first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Chevron position peaked at $93.1K in Q1 2026.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.