Wealth Enhancement Advisory Services’s Chevron CVX Stock Holding History

Wealth Enhancement Advisory Services’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	$174M	Buy	1,131,012 +99,229	+10%	+$18.5M	0.29%	54
2026 Q1	$178M	Sell	1,031,783 -326,968	-24%	-$59.6M	0.36%	43
2025 Q4	$211M	Buy	1,358,751 +253,746	+23%	+$38.6M	0.29%	58
2025 Q3	$171M	Buy	1,105,005 +67,373	+6%	+$10.4M	0.26%	69
2025 Q2	$154M	Sell	1,037,632 -96,120	-8%	-$13.6M	0.25%	73
2025 Q1	$190M	Buy	1,133,752 +104,103	+10%	+$16.3M	0.36%	49
2024 Q4	$149M	Buy	1,029,649 +148,050	+17%	+$22.7M	0.29%	64
2024 Q3	$130M	Sell	881,599 -1,033	-0.1%	-$154K	0.28%	69
2024 Q2	$138M	Sell	882,632 -6,809	-0.8%	-$1.09M	0.33%	60
2024 Q1	$140M	Buy	889,441 +29,503	+3%	+$4.45M	0.36%	54
2023 Q4	$128M	Buy	859,938 +29,490	+4%	+$4.46M	0.37%	54
2023 Q3	$140M	Buy	830,448 +750,644	+941%	+$121M	0.46%	40
2023 Q2	$12.6M	Buy	79,804 +60,340	+310%	+$9.67M	0.14%	79
2023 Q1	$3.18M	Sell	19,464 -29,313	-60%	-$4.91M	0.04%	166
2022 Q4	$8.5M	Buy	48,777 +47,210	+3,013%	+$8.24M	0.11%	93
2022 Q3	$251K	Sell	1,567 -254	-14%	-$38.7K	﹤0.01%	308
2022 Q2	$260K	Sell	1,821 -13,015	-88%	-$2.15M	﹤0.01%	312
2022 Q1	$2.44M	Sell	14,836 -696	-4%	-$99.8K	0.03%	180
2021 Q4	$2.07M	Sell	15,532 -41,101	-73%	-$4.67M	0.03%	171
2021 Q3	$6.46M	Buy	56,633 +12,805	+29%	+$1.28M	0.1%	95
2021 Q2	$4.44M	Buy	43,828 +16,586	+61%	+$1.75M	0.07%	107
2021 Q1	$2.82M	Buy	27,242 +1,417	+5%	+$138K	0.05%	124
2020 Q4	$2.38M	Buy	25,825 +1,988	+8%	+$161K	0.05%	111
2020 Q3	$1.78M	Sell	23,837 -8,870	-27%	-$746K	0.05%	127
2020 Q2	$2.98M	Sell	32,707 -10,821	-25%	-$969K	0.09%	88
2020 Q1	$3.91M	Buy	43,528 +32,737	+303%	+$3.23M	0.14%	71
2019 Q4	$1.3M	Sell	10,791 -5,962	-36%	-$702K	0.05%	152
2019 Q3	$1.95M	Buy	16,753 +14,692	+713%	+$1.78M	0.08%	106
2019 Q2	$256K	Sell	2,061 -16,830	-89%	-$2.04M	0.01%	192
2019 Q1	$2.31M	Sell	18,891 -15,415	-45%	-$1.82M	0.13%	68
2018 Q4	$3.92M	Buy	34,306 +14,687	+75%	+$1.7M	0.25%	42
2018 Q3	$2.16M	Buy	19,619 +411	+2%	+$49.9K	0.13%	56
2018 Q2	$2.44M	Sell	19,208 -17,661	-48%	-$2.19M	0.15%	58
2018 Q1	$4.4M	Buy	36,869 +17,183	+87%	+$2.05M	0.3%	36
2017 Q4	$2.63M	Sell	19,686 -1,327	-6%	-$157K	0.19%	59
2017 Q3	$2.46M	Buy	+21,013	New	+$2.29M	0.2%	57
2017 Q2	–	Sell	-16,916	Closed	-$1.81M	–	151
2017 Q1	$1.81M	Buy	16,916 +10,224	+153%	+$1.15M	0.19%	63
2016 Q4	$788K	Sell	6,692 -16,279	-71%	-$1.77M	0.1%	104
2016 Q3	$2.35M	Buy	+22,971	New	+$2.35M	0.35%	48

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AACR

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's CVX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Chevron (CVX) stake by 9.6% in Q2 2026, buying an estimated $18.5M and bringing the position to 1,131,012 shares worth $174M. The position accounts for 0.29% of the portfolio, ranked #54.

Wealth Enhancement Advisory Services first reported a position in CVX in Q3 2016 and has held it in 39 quarters since. The position peaked at $211M in Q4 2025. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wealth Enhancement Advisory Services held 1,131,012 shares of Chevron worth $174M as of Q2 2026.
Wealth Enhancement Advisory Services bought 99,229 Chevron shares in Q2 2026, an estimated $18.5M.
Chevron made up 0.29% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #54 holding.
Wealth Enhancement Advisory Services first reported a position in Chevron in Q3 2016 and has held it in 39 quarters since.
Wealth Enhancement Advisory Services's Chevron position peaked at $211M in Q4 2025.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.