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ASSET PLANNING SERVICES INC /LA/ /ADV → CVX
ASSET PLANNING SERVICES INC /LA/ /ADV CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$8.2M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.4M |
| Q1 2026 | $8.8M |
| Q2 2026 | $6.7M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 40.4K | — | — |
| Q2 2026 | $6.7M | 40.5K | — | — |
| Q1 2026 | $8.8M | 42.5K | — | — |
| Q4 2025 | $6.4M | 42.3K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B