Back to CVX
Compass Wealth Management LLC → CVX
Compass Wealth Management LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$8.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7M |
| Q4 2025 | $6.7M |
| Q1 2026 | $8.8M |
| Q2 2026 | $7M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 40.9K | — | — |
| Q2 2026 | $7M | 42.2K | — | — |
| Q1 2026 | $8.8M | 42.7K | — | — |
| Q4 2025 | $6.7M | 43.8K | — | — |
| Q3 2025 | $7M | 45.4K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B