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Castle Rock Wealth Management, LLC → CVX
Castle Rock Wealth Management, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$20M
Q3 2026
Peak value
$20M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.2M |
| Q4 2025 | $15M |
| Q1 2026 | $17.3M |
| Q2 2026 | $14.4M |
| Q3 2026 | $20M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20M | 96.2K | — | — |
| Q2 2026 | $14.4M | 87.1K | — | — |
| Q1 2026 | $17.3M | 87.2K | — | — |
| Q4 2025 | $15M | 85.0K | — | — |
| Q3 2025 | $13.2M | 85.8K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B