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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Ledgewood Wealth Advisors's CVX Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 3,437 shares worth $570K. The position accounts for 0.3% of the portfolio, ranked #43.

Ledgewood Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $711K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Ledgewood Wealth Advisors held 3,437 shares of Chevron worth $570K as of Q2 2026.
Ledgewood Wealth Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.3% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Ledgewood Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Chevron position peaked at $711K in Q1 2026.
2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.