Back to CVX
Soltis Investment Advisors LLC → CVX
Soltis Investment Advisors LLC CVX Position History
Chevron Corporation • Energy
Quarters held
6
Latest value
$16.4M
Q3 2026
Peak value
$16.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.3M |
| Q4 2025 | $11.5M |
| Q4 2025 | $11.5M |
| Q1 2026 | $15.8M |
| Q2 2026 | $11.9M |
| Q3 2026 | $16.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.4M | 80.5K | — | — |
| Q2 2026 | $11.9M | 71.9K | — | — |
| Q1 2026 | $15.8M | 76.4K | — | — |
| Q4 2025 | $11.5M | 75.5K | — | — |
| Q4 2025 | $11.5M | 75.5K | — | — |
| Q3 2025 | $11.3M | 72.9K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B