Back to CVX
Insight Wealth Strategies, LLC → CVX
Insight Wealth Strategies, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$33.1M
Q3 2026
Peak value
$36.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $33.5M |
| Q4 2025 | $267K |
| Q1 2026 | $36.3M |
| Q2 2026 | $28.4M |
| Q3 2026 | $33.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.1M | 162.0K | — | — |
| Q2 2026 | $28.4M | 171.4K | — | — |
| Q1 2026 | $36.3M | 175.2K | — | — |
| Q4 2025 | $267K | 10.1K | — | — |
| Q4 2025 | $33.5M | 219.9K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B