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Keystone Financial Planning, Inc. → CVX
Keystone Financial Planning, Inc. CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$16.6M
Q3 2026
Peak value
$16.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.8M |
| Q1 2026 | $5.1M |
| Q2 2026 | $13.6M |
| Q3 2026 | $16.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.6M | 81.5K | — | — |
| Q2 2026 | $13.6M | 81.8K | — | — |
| Q1 2026 | $5.1M | 24.9K | — | — |
| Q4 2025 | $11.8M | 77.1K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B