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Wealth Enhancement Trust Services’s Chevron CVX Stock Holding History

Wealth Enhancement Trust 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 		$4.06M Buy
24,495
+1,260
+5% +$235K 0.45% 55
2026
Q1 		$4.81M Buy
23,235
+1,010
+5% +$184K 0.58% 45
2025
Q4 		$3.39M Buy
+22,225
New +$3.38M 0.43% 52

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Chevron (CVX) stake by 5.4% in Q2 2026, buying an estimated $235K and bringing the position to 24,495 shares worth $4.06M. The position accounts for 0.45% of the portfolio, ranked #55.

Wealth Enhancement Trust Services first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.81M in Q1 2026. 3,321 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Enhancement Trust Services held 24,495 shares of Chevron worth $4.06M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,260 Chevron shares in Q2 2026, an estimated $235K.
  • Chevron made up 0.45% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #55 holding.
  • Wealth Enhancement Trust Services first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Chevron position peaked at $4.81M in Q1 2026.
  • 3,321 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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