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CONFLUENCE INVESTMENT MANAGEMENT LLC → CVX
CONFLUENCE INVESTMENT MANAGEMENT LLC CVX Position History
Chevron Corporation • Energy
Quarters held
10
Latest value
$537K
Q3 2026
Peak value
$159.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $128.9M |
| Q3 2025 | $428K |
| Q4 2025 | $121.7M |
| Q4 2025 | $401K |
| Q1 2026 | $159.2M |
| Q1 2026 | $544K |
| Q2 2026 | $122.8M |
| Q2 2026 | $361K |
| Q3 2026 | $143.9M |
| Q3 2026 | $537K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $537K | 2.6K | — | — |
| Q3 2026 | $143.9M | 704.7K | — | — |
| Q2 2026 | $361K | 2.2K | — | — |
| Q2 2026 | $122.8M | 740.7K | — | — |
| Q1 2026 | $544K | 2.6K | — | — |
| Q1 2026 | $159.2M | 769.6K | — | — |
| Q4 2025 | $401K | 2.6K | — | — |
| Q4 2025 | $121.7M | 798.8K | — | — |
| Q3 2025 | $428K | 2.8K | — | — |
| Q3 2025 | $128.9M | 830.1K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B