Avondale Wealth Management’s Chevron CVX Stock Holding History

Avondale Wealth Management’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 Q2	$629K	Hold	3,797	–	–	0.26%	37
2026 Q1	$786K	Buy	+3,797	New	+$692K	0.39%	35
2024 Q1	–	Hold	0	–	–	–	124
2023 Q4	–	Sell	-220	Closed	-$33.3K	–	121
2023 Q3	$37.1K	Hold	220	–	–	0.03%	88
2023 Q2	$34.6K	Hold	220	–	–	0.03%	91
2023 Q1	$35.9K	Sell	220 -500	-69%	-$83.8K	0.03%	91
2022 Q4	$129K	Buy	720 +500	+227%	+$87.3K	0.11%	44
2022 Q3	$32K	Hold	220	–	–	0.03%	82
2022 Q2	$32K	Hold	220	–	–	0.04%	74
2022 Q1	$36K	Hold	220	–	–	0.04%	71
2021 Q4	$26K	Buy	+220	New	+$25K	0.03%	84

Other funds holding CVX

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return