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CapWealth Advisors, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
8
Latest value
$40.7M
Q3 2026
Peak value
$40.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.8M |
| Q3 2025 | $29.8M |
| Q3 2025 | $29.8M |
| Q4 2025 | $29.2M |
| Q4 2025 | $29.2M |
| Q1 2026 | $39.4M |
| Q2 2026 | $31.8M |
| Q3 2026 | $40.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40.7M | 199.2K | — | — |
| Q2 2026 | $31.8M | 191.7K | — | — |
| Q1 2026 | $39.4M | 190.4K | — | — |
| Q4 2025 | $29.2M | 191.7K | — | — |
| Q4 2025 | $29.2M | 191.7K | — | — |
| Q3 2025 | $29.8M | 191.7K | — | — |
| Q3 2025 | $29.8M | 191.7K | — | — |
| Q3 2025 | $29.8M | 191.7K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B