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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

CVX holding history

Chevron Corp in every 13F filed by Evergreen Wealth Solutions, 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)
13,934
Value
$2.75M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of CVX by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,934$2.75M0.1%+2,834+25.5%AddedHolders
Q1 202611,100$2.30M0.2%+6,077+121.0%AddedHolders
Q4 20255,023$765.5K0.1%+493+10.9%AddedHolders
Q3 20254,530$703.4K0.4%−713−13.6%ReducedHolders
Q2 20255,243$750.7K0.5%−504−8.8%ReducedHolders
Q1 20255,747$961.5K0.6%−870−13.1%ReducedHolders
Q4 20246,617$958.4K0.7%+1,445+27.9%AddedHolders
Q3 20245,172$761.6K0.5%−2,175−29.6%ReducedHolders
Q2 20247,347$1.15M0.8%−703−8.7%ReducedHolders
Q1 20248,050$1.27M0.9%−596−6.9%ReducedHolders
Q4 20238,646$1.29M1.1%−172−2.0%ReducedHolders
Q3 20238,818$1.49M1.5%−96−1.1%ReducedHolders
Q2 20238,914$1.40M1.4%+243+2.8%AddedHolders
Q1 20238,671$1.42M1.6%−39−0.4%ReducedHolders
Q4 20228,710$1.56M2.1%−196−2.2%ReducedHolders
Q3 20228,906$1.28M1.8%+1,236+16.1%AddedHolders
Q2 20227,670$1.11M1.4%−483−5.9%ReducedHolders
Q1 20228,153$1.33M1.3%−575−6.6%ReducedHolders
Q4 20218,728$1.02M0.9%–No prior filingHolders