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Kestra Advisory Services, LLC → CVX
Kestra Advisory Services, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
10
Latest value
$1.9M
Q3 2026
Peak value
$77.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $48.9M |
| Q3 2025 | $6.7M |
| Q4 2025 | $49.7M |
| Q4 2025 | $5.7M |
| Q1 2026 | $71M |
| Q1 2026 | $3.9M |
| Q2 2026 | $57M |
| Q2 2026 | $2M |
| Q3 2026 | $77.9M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 73.2K | — | — |
| Q3 2026 | $77.9M | 381.7K | — | — |
| Q2 2026 | $2M | 74.4K | — | — |
| Q2 2026 | $57M | 343.9K | — | — |
| Q1 2026 | $3.9M | 153.4K | — | — |
| Q1 2026 | $71M | 343.0K | — | — |
| Q4 2025 | $5.7M | 215.2K | — | — |
| Q4 2025 | $49.7M | 326.4K | — | — |
| Q3 2025 | $6.7M | 248.0K | — | — |
| Q3 2025 | $48.9M | 314.7K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B