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Cape Investment Advisory, Inc. → CVX
Cape Investment Advisory, Inc. CVX Position History
Chevron Corporation • Energy
Quarters held
10
Latest value
$3.8M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29K |
| Q3 2025 | $466 |
| Q4 2025 | $3.3M |
| Q4 2025 | $610 |
| Q1 2026 | $4.1M |
| Q1 2026 | $42K |
| Q2 2026 | $68K |
| Q2 2026 | $3.1M |
| Q3 2026 | $164K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 18.5K | — | — |
| Q3 2026 | $164K | 802 | — | — |
| Q2 2026 | $3.1M | 18.5K | — | — |
| Q2 2026 | $68K | 408 | — | — |
| Q1 2026 | $42K | 204 | — | — |
| Q1 2026 | $4.1M | 20.0K | — | — |
| Q4 2025 | $610 | 4 | — | — |
| Q4 2025 | $3.3M | 21.7K | — | — |
| Q3 2025 | $466 | 3 | — | — |
| Q3 2025 | $29K | 187 | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B