YWS
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Yarger Wealth Strategies’s Chevron CVX Stock Holding History

Yarger Wealth Strategies’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 		$422K Buy
2,393
+128
+6% +$23.8K 0.15% 90
2026
Q1 		$469K Buy
2,265
+94
+4% +$17.1K 0.19% 79
2025
Q4 		$331K Buy
2,171
+25
+1% +$3.81K 0.14% 93
2025
Q3 		$333K Buy
2,146
+248
+13% +$38.4K 0.15% 90
2025
Q2 		$272K Buy
1,898
+51
+3% +$7.19K 0.14% 88
2025
Q1 		$309K Buy
1,847
+54
+3% +$8.45K 0.18% 72
2024
Q4 		$260K Sell
1,793
-81
-4% -$12.4K 0.15% 74
2024
Q3 		$276K Buy
1,874
+28
+2% +$4.17K 0.15% 73
2024
Q2 		$289K Buy
1,846
+28
+2% +$4.46K 0.17% 68
2024
Q1 		$287K Buy
1,818
+36
+2% +$5.43K 0.2% 64
2023
Q4 		$266K Buy
1,782
+325
+22% +$49.2K 0.21% 55
2023
Q3 		$246K Buy
+1,457
New +$235K 0.21% 54
2023
Q1 		– Sell
-1,211
Closed -$217K – 49
2022
Q4 		$217K Buy
+1,211
New +$211K 0.27% 43

Other funds holding CVX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return