LHEI
CVX icon

Leo H. Evart Inc’s Chevron CVX Stock Holding History

Leo H. Evart Inc’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 		$561K Buy
+2,709
New +$494K 0.48% 29
2023
Q3 		$336K Hold
1,993
– – 0.52% 29
2023
Q2 		$314K Hold
1,993
– – 0.44% 29
2023
Q1 		$325K Hold
1,993
– – 0.47% 29
2022
Q4 		$358K Hold
1,993
– – 0.54% 26
2022
Q3 		$286K Hold
1,993
– – 0.44% 29
2022
Q2 		$289K Hold
1,993
– – 0.35% 33
2022
Q1 		$325K Hold
1,993
– – 0.34% 33
2021
Q4 		$234K Buy
+1,993
New +$226K 0.23% 39

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

Leo H. Evart Inc's CVX Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Chevron (CVX) in Q1 2026: 2,709 shares worth $561K. The stake represents 0.48% of the portfolio and ranks #29 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in CVX as recently as Q3 2023.

Leo H. Evart Inc first reported a position in CVX in Q4 2021 and has held it in 9 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Leo H. Evart Inc held 2,709 shares of Chevron worth $561K as of Q1 2026.
  • Chevron was a new Leo H. Evart Inc position in Q1 2026.
  • Chevron made up 0.48% of Leo H. Evart Inc's portfolio in Q1 2026, its #29 holding.
  • Leo H. Evart Inc first reported a position in Chevron in Q4 2021 and has held it in 9 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.