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Financial & Tax Architects, LLC → CVX
Financial & Tax Architects, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$8.7M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q4 2025 | $7.3M |
| Q1 2026 | $9M |
| Q2 2026 | $6.9M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 42.7K | — | — |
| Q2 2026 | $6.9M | 41.7K | — | — |
| Q1 2026 | $9M | 43.7K | — | — |
| Q4 2025 | $7.3M | 48.1K | — | — |
| Q3 2025 | $7.7M | 49.6K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B