Back to CVX
Allied Investment Advisors, LLC → CVX
Allied Investment Advisors, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$19.5M
Q3 2026
Peak value
$19.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.5M |
| Q4 2025 | $13.7M |
| Q1 2026 | $19M |
| Q2 2026 | $15.6M |
| Q3 2026 | $19.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.5M | 95.3K | — | — |
| Q2 2026 | $15.6M | 93.9K | — | — |
| Q1 2026 | $19M | 91.8K | — | — |
| Q4 2025 | $13.7M | 90.0K | — | — |
| Q3 2025 | $13.5M | 86.8K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF