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Creative Planning CVX Position History
Chevron Corporation • Energy
Quarters held
11
Latest value
$203.3M
Q3 2026
Peak value
$203.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $113.8M |
| Q4 2025 | $109M |
| Q4 2025 | $282K |
| Q4 2025 | $2.5M |
| Q1 2026 | $3.3M |
| Q1 2026 | $183M |
| Q2 2026 | $2.8M |
| Q2 2026 | $155.4M |
| Q3 2026 | $3.4M |
| Q3 2026 | $203.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $203.3M | 995.5K | — | — |
| Q3 2026 | $3.4M | 16.8K | — | — |
| Q2 2026 | $155.4M | 937.8K | — | — |
| Q2 2026 | $2.8M | 16.8K | — | — |
| Q1 2026 | $183M | 884.4K | — | — |
| Q1 2026 | $3.3M | 16.1K | — | — |
| Q4 2025 | $2.5M | 16.6K | — | — |
| Q4 2025 | $282K | 1.9K | — | — |
| Q4 2025 | $109M | 715.0K | — | — |
| Q3 2025 | $113.8M | 732.7K | — | — |
| Q3 2025 | $2.4M | 15.6K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B