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Philip James Wealth Mangement, LLC → CVX
Philip James Wealth Mangement, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$11.6M
Q3 2026
Peak value
$13.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.1M |
| Q1 2026 | $13.5M |
| Q2 2026 | $10.3M |
| Q3 2026 | $11.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.6M | 56.7K | — | — |
| Q2 2026 | $10.3M | 62.1K | — | — |
| Q1 2026 | $13.5M | 65.2K | — | — |
| Q4 2025 | $10.1M | 66.5K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B