Ledgewood Wealth Advisors’s Chevron CVX Stock Holding History

Ledgewood Wealth Advisors’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	$702K	Hold	3,437	–	–	0.39%	37
2026 Q2	$570K	Hold	3,437	–	–	0.3%	43
2026 Q1	$711K	Hold	3,437	–	–	0.4%	36
2025 Q4	$524K	Hold	3,437	–	–	0.3%	46
2025 Q3	$534K	Buy	3,437 +469	+16%	+$72.6K	0.32%	42
2025 Q2	$425K	Hold	2,968	–	–	0.27%	46
2025 Q1	$497K	Hold	2,968	–	–	0.32%	39
2024 Q4	$430K	Hold	2,968	–	–	0.28%	44
2024 Q3	$437K	Hold	2,968	–	–	0.29%	44
2024 Q2	$464K	Hold	2,968	–	–	0.4%	33
2024 Q1	$468K	Hold	2,968	–	–	0.43%	32
2023 Q4	$443K	Buy	+2,968	New	+$449K	0.41%	34

Other funds holding CVX

FWCM

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

CIM

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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Ledgewood Wealth Advisors's CVX Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Chevron (CVX) position steady in Q3 2026 at 3,437 shares worth $702K. The position accounts for 0.39% of the portfolio, ranked #37.

Ledgewood Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $711K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Ledgewood Wealth Advisors held 3,437 shares of Chevron worth $702K as of Q3 2026.
Ledgewood Wealth Advisors left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.39% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Ledgewood Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Chevron position peaked at $711K in Q1 2026.
244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.