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Safir Wealth Advisors, LLC → CVX
Safir Wealth Advisors, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
2
Latest value
$237K
Q3 2026
Peak value
$241K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $241K |
| Q3 2026 | $237K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $237K | 1.2K | — | — |
| Q1 2026 | $241K | 1.2K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B