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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CVX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
6
Latest value
$250M
Q3 2026
Peak value
$250M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $171.2M |
| Q4 2025 | $211.2M |
| Q1 2026 | $177.6M |
| Q2 2026 | $15K |
| Q2 2026 | $173.8M |
| Q3 2026 | $250M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $250M | 1.34M | — | — |
| Q2 2026 | $173.8M | 1.13M | — | — |
| Q2 2026 | $15K | 100 | — | — |
| Q1 2026 | $177.6M | 1.03M | — | — |
| Q4 2025 | $211.2M | 1.36M | — | — |
| Q3 2025 | $171.2M | 1.11M | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B