Lauer Wealth’s Chevron CVX Stock Holding History

Lauer Wealth’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 Q3	$215K	Buy	+1,015	New	+$200K	0.13%	84

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Lauer Wealth's CVX Position: Q3 2026 in Review

Lauer Wealth opened a new position in Chevron (CVX) in Q3 2026: 1,015 shares worth $215K. The stake represents 0.13% of the portfolio and ranks #84 among its holdings.

1,000 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Lauer Wealth held 1,015 shares of Chevron worth $215K as of Q3 2026.
Chevron was a new Lauer Wealth position in Q3 2026.
Chevron made up 0.13% of Lauer Wealth's portfolio in Q3 2026, its #84 holding.
1,000 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.