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SHRIER WEALTH MANAGEMENT, LLC → CVX

SHRIER WEALTH MANAGEMENT, LLC CVX Position History

Chevron Corporation • Energy

Quarters held
4
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q1 2026$3.8M
Q2 2026$3.3M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M19.7K——
Q2 2026$3.3M20.0K——
Q1 2026$3.8M18.4K——
Q4 2025$2.9M18.8K——

Other funds holding CVX

Other SHRIER WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$22.6M
ETHA

ISHARES TR

$20.4M
ETHA

ISHARES TR

$19.3M
VGES

VANGUARD INTL EQUITY INDEX F

$18.9M
VGES

VANGUARD INTL EQUITY INDEX F

$18.8M
ETHA

ISHARES TR

$18.7M