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Global Financial Private Client, LLC → CVX
Global Financial Private Client, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
10
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13K |
| Q3 2025 | $3.8M |
| Q4 2025 | $12K |
| Q4 2025 | $3.7M |
| Q1 2026 | $5.4M |
| Q1 2026 | $31K |
| Q2 2026 | $4.7M |
| Q2 2026 | $30K |
| Q3 2026 | $53K |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 28.6K | — | — |
| Q3 2026 | $53K | 261 | — | — |
| Q2 2026 | $30K | 178 | — | — |
| Q2 2026 | $4.7M | 28.4K | — | — |
| Q1 2026 | $31K | 150 | — | — |
| Q1 2026 | $5.4M | 26.0K | — | — |
| Q4 2025 | $3.7M | 24.4K | — | — |
| Q4 2025 | $12K | 77 | — | — |
| Q3 2025 | $3.8M | 24.2K | — | — |
| Q3 2025 | $13K | 83 | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B