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Cerro Pacific Wealth Advisors LLC → CVX
Cerro Pacific Wealth Advisors LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$6.7M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $4.8M |
| Q1 2026 | $6.8M |
| Q2 2026 | $5.4M |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 32.9K | — | — |
| Q2 2026 | $5.4M | 32.8K | — | — |
| Q1 2026 | $6.8M | 32.6K | — | — |
| Q4 2025 | $4.8M | 31.5K | — | — |
| Q3 2025 | $3.8M | 24.5K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B