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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CVX holding history

Chevron Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
142,452
Value
$23.6M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CVX by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026142,452$23.6M0.3%−2,053−1.4%ReducedHolders
Q1 2026144,505$29.9M0.5%−9,445−6.1%ReducedHolders
Q4 2025153,950$23.5M0.3%+8,962+6.2%AddedHolders
Q3 2025144,988$22.5M0.3%−19,266−11.7%ReducedHolders
Q2 2025164,254$23.5M0.4%−8,005−4.6%ReducedHolders
Q1 2025172,259$28.8M0.5%−29,934−14.8%ReducedHolders
Q4 2024202,193$29.3M0.4%−145,828−41.9%ReducedHolders
Q3 2024348,021$51.3M0.8%−16,084−4.4%ReducedHolders
Q2 2024364,105$57.0M0.9%−211−0.1%ReducedHolders
Q1 2024364,316$57.5M0.9%+19,304+5.6%AddedHolders
Q4 2023345,012$51.5M0.9%−3,414−1.0%ReducedHolders
Q3 2023348,426$58.8M1.1%+32,114+10.2%AddedHolders
Q2 2023316,312$49.8M0.9%+19,491+6.6%AddedHolders
Q1 2023296,821$48.4M1.0%+170,434+134.9%AddedHolders
Q4 2022126,387$22.7M0.5%+4,129+3.4%AddedHolders
Q3 2022122,258$17.6M0.4%+4,314+3.7%AddedHolders
Q2 2022117,944$17.1M0.4%+9,559+8.8%AddedHolders
Q1 2022108,385$17.6M0.3%−2,727−2.5%ReducedHolders
Q4 2021111,112$13.0M0.2%−8,204−6.9%ReducedHolders
Q3 2021119,316$12.1M0.2%+2,654+2.3%AddedHolders
Q2 2021116,662$12.2M0.2%−4,113−3.4%ReducedHolders
Q1 2021120,775$12.7M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.