WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in CVX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $207,087,239 | 1,358,751 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $171,596,226 | 1,105,005 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $148,578,526 | 1,037,632 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $189,665,372 | 1,133,752 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $149,134,361 | 1,029,649 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $129,833,084 | 881,599 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $138,061,297 | 882,632 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $140,300,423 | 889,441 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $149,160 | 1,000 | Shares | Sole | 2024-01-30 |
| 2023-12-31 | $128,268,352 | 859,938 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $140,030,141 | 830,448 | Shares | Sole | 2023-11-13 |
| 2023-09-30 | $168,620 | 1,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $12,557,159 | 79,804 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $3,175,746 | 19,464 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $8,754,983 | 48,777 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $225,130 | 1,567 | Shares | Sole | 2022-10-17 |
| 2022-06-30 | $263,644 | 1,821 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $2,415,745 | 14,836 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $1,822,680 | 15,532 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $5,745,417 | 56,633 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $4,590,544 | 43,828 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $2,854,689 | 27,242 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $2,180,921 | 25,825 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $1,716,264 | 23,837 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $2,918,445 | 32,707 | Shares | Sole | 2020-10-13 |
| 2020-03-31 | $3,154,038 | 43,528 | Shares | Sole | 2020-05-01 |