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Foguth Wealth Management’s Chevron CVX Stock Holding History

Foguth 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 		$797K Buy
4,203
+686
+20% +$128K 0.09% 94
2026
Q1 		$642K Buy
3,517
+37
+1% +$6.75K 0.07% 104
2025
Q4 		$542K Buy
+3,480
New +$530K 0.08% 95
2025
Q2 		$1.26M Buy
+8,801
New +$1.24M 0.27% 59

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Foguth Wealth Management's CVX Position: Q2 2026 in Review

Foguth Wealth Management increased its Chevron (CVX) stake by 20% in Q2 2026, buying an estimated $128K and bringing the position to 4,203 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #94.

Foguth Wealth Management first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q2 2025. 1,420 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Foguth Wealth Management held 4,203 shares of Chevron worth $797K as of Q2 2026.
  • Foguth Wealth Management bought 686 Chevron shares in Q2 2026, an estimated $128K.
  • Chevron made up 0.09% of Foguth Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Foguth Wealth Management first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • Foguth Wealth Management's Chevron position peaked at $1.26M in Q2 2025.
  • 1,420 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.