Whitaker-Myers Wealth Managers’s Chevron CVX Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.83M	Buy	+8,945	New	+$1.76M	0.3%	49

Other funds holding CVX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Whitaker-Myers Wealth Managers's CVX Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Chevron (CVX) in Q3 2026: 8,945 shares worth $1.83M. The stake represents 0.3% of the portfolio and ranks #49 among its holdings.

424 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Whitaker-Myers Wealth Managers held 8,945 shares of Chevron worth $1.83M as of Q3 2026.
Chevron was a new Whitaker-Myers Wealth Managers position in Q3 2026.
Chevron made up 0.3% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #49 holding.
424 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.