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Independent Wealth Network Inc. → CVX

Independent Wealth Network Inc. CVX Position History

Chevron Corporation • Energy

Quarters held
4
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.9M
Q1 2026$6M
Q2 2026$4.7M
Q3 2026$6.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.7M32.7K——
Q2 2026$4.7M28.2K——
Q1 2026$6M29.1K——
Q4 2025$4.9M32.4K——

Other funds holding CVX

Other Independent Wealth Network Inc. positions

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STT-PG

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STT-PG

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STT-PG

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$15.3M
CAT

CATERPILLAR INC

$15M
STT-PG

SPDR SERIES TRUST

$13.3M