Wealth Enhancement Advisory Services
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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 		$15.4K Buy
+100
New +$18.6K ﹤0.01% 4065

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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. 1,415 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.
  • 1,415 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.