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Heritage Wealth Management, Inc. → CVX
Heritage Wealth Management, Inc. CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.6M |
| Q2 2026 | $3.9M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 22.6K | — | — |
| Q2 2026 | $3.9M | 23.6K | — | — |
| Q4 2025 | $3.6M | 23.9K | — | — |
| Q3 2025 | $3.7M | 23.8K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B