Evanson Asset Management, LLC

SEC CIK: 0001626379
Latest filing: Apr 8, 2026

SEC filings (opens in a new tab)

CVX holding history

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

CVX overview All 13F holders of CVX Full Q1 2026 holdings

Shares (Q1 2026): 16,253
Value: $3.36M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of CVX by Evanson Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	16,253	$3.36M	0.2%	−955−5.5%	Reduced	Holders
Q4 2025	17,208	$2.62M	0.1%	+590+3.6%	Added	Holders
Q3 2025	16,618	$2.58M	0.1%	+759+4.8%	Added	Holders
Q2 2025	15,859	$2.27M	0.1%	+172+1.1%	Added	Holders
Q1 2025	15,687	$2.62M	0.2%	−440−2.7%	Reduced	Holders
Q4 2024	16,127	$2.34M	0.2%	−700−4.2%	Reduced	Holders
Q3 2024	16,827	$2.48M	0.2%	+26+0.2%	Added	Holders
Q2 2024	16,801	$2.63M	0.2%	−695−4.0%	Reduced	Holders
Q1 2024	17,496	$2.76M	0.2%	+16+0.1%	Added	Holders
Q4 2023	17,480	$2.61M	0.2%	+244+1.4%	Added	Holders
Q3 2023	17,236	$2.91M	0.3%	+1,299+8.2%	Added	Holders
Q2 2023	15,937	$2.51M	0.2%	+36+0.2%	Added	Holders
Q1 2023	15,901	$2.59M	0.3%	−14−0.1%	Reduced	Holders
Q4 2022	15,915	$2.86M	0.3%	−1,028−6.1%	Reduced	Holders
Q3 2022	16,943	$2.43M	0.3%	+601+3.7%	Added	Holders
Q2 2022	16,342	$2.37M	0.3%	+10.0%	Added	Holders
Q1 2022	16,341	$2.66M	0.3%	+70+0.4%	Added	Holders
Q4 2021	16,271	$1.91M	0.2%	+2,013+14.1%	Added	Holders
Q3 2021	14,258	$1.48M	0.2%	+14+0.1%	Added	Holders
Q2 2021	14,244	$1.49M	0.2%	−2,299−13.9%	Reduced	Holders
Q1 2021	16,543	$1.73M	0.3%	–	–	Holders

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