Back to CVX
Independent Solutions Wealth Management, LLC → CVX
Independent Solutions Wealth Management, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$8.3M
Q3 2026
Peak value
$8.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $8M |
| Q2 2026 | $6.5M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 40.6K | — | — |
| Q2 2026 | $6.5M | 39.0K | — | — |
| Q1 2026 | $8M | 38.6K | — | — |
| Q4 2025 | $3.7M | 24.0K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B