Wealth Enhancement Trust Services, Inc.

Position in CVX — Chevron Corp

CIK 2067696 SIOUX FALLS, SD

Position in CVX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,060,291

-$747,029 QoQ

Shares Held

24,495

+5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,261

of 4,109 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Energy · as of Jun 30, 2026

Wealth Enhancement Trust Services, Inc. holds $8,185,438 across 5 Oil & Gas Integrated names. CVX ranks #2 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	29,715	$4,062,634
2	CVX	Chevron Corp This page	24,495	$4,060,291
3	SHEL	Shell plc	475	$36,831
4	BP	Bp PLC	670	$24,756
5	NFG	National Fuel Gas Co	12	$926

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,060,291	24,495	+5.4%	Shares	Defined	2026-07-22
2026-03-31	$4,807,320	23,235	+4.5%	Shares	Defined	2026-04-08
2025-12-31	$3,387,311	22,225	—	Shares	Defined	2026-01-27
No filing history on record for this holder in this stock.