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Michels Family Financial, LLC → CVX

Michels Family Financial, LLC CVX Position History

Chevron Corporation • Energy

Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.7M
Q4 2025$1.7M
Q1 2026$2.3M
Q2 2026$1.9M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M11.1K——
Q2 2026$1.9M11.2K——
Q1 2026$2.3M11.2K——
Q4 2025$1.7M11.1K——
Q3 2025$1.7M11.0K——

Other funds holding CVX

Other Michels Family Financial, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$10.3M
SPY

STATE STR SPDR S&P 500 ETF T

$10.2M
SPY

SPDR S&P 500 ETF TR

$8.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.8M
SPY

STATE STR SPDR S&P 500 ETF T

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.4M
SPY

SPDR S&P 500 ETF TR

$8.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.9M