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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CVX holding history

Chevron Corp in every 13F filed by EverSource Wealth Advisors, 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)
39,462
Value
$6.54M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of CVX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,462$6.54M0.2%−6,086−13.4%ReducedHolders
Q1 202645,548$9.42M0.3%+6,009+15.2%AddedHolders
Q4 202539,539$6.03M0.2%+1,299+3.4%AddedHolders
Q3 202538,240$5.94M0.2%−6,959−15.4%ReducedHolders
Q2 202545,199$6.47M0.3%−20,201−30.9%ReducedHolders
Q1 202565,400$10.9M0.6%−1,741−2.6%ReducedHolders
Q4 202467,141$9.72M0.5%−105−0.2%ReducedHolders
Q3 202467,246$9.90M0.6%−5,403−7.4%ReducedHolders
Q2 202472,649$11.7M0.8%+7,421+11.4%AddedHolders
Q1 202465,228$10.5M0.8%+19,124+41.5%AddedHolders
Q4 202346,104$6.88M0.6%+2,152+4.9%AddedHolders
Q3 202343,952$7.41M0.8%+1,038+2.4%AddedHolders
Q2 202342,914$6.75M0.7%+4,369+11.3%AddedHolders
Q1 202338,545$6.29M0.8%+1,391+3.7%AddedHolders
Q4 202237,154$6.67M1.0%+26,660+254.0%AddedHolders
Q3 202210,494$1.51M0.3%+2,619+33.3%AddedHolders
Q2 20227,875$1.14M0.3%+1,886+31.5%AddedHolders
Q1 20225,989$974.0K0.2%+1,491+33.1%AddedHolders
Q4 20214,498$528.0K0.1%–No prior filingHolders