Back to CVX

Strategic Financial Group, LLC → CVX

Strategic Financial Group, LLC CVX Position History

Chevron Corporation • Energy

Quarters held
3
Latest value
$400K
Q3 2026
Peak value
$400K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$397K
Q2 2026$325K
Q3 2026$400K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$400K2.0K——
Q2 2026$325K2.0K——
Q1 2026$397K1.9K——

Other funds holding CVX

Other Strategic Financial Group, LLC positions

ETHA

ISHARES TR

$17.5M
ETHA

ISHARES TR

$17.4M
VGES

VANGUARD INDEX FDS

$16.4M
VGES

VANGUARD INDEX FDS

$16.1M
ETHA

ISHARES TR

$14.4M
QQQ

INVESCO QQQ TR

$14.3M
VGES

VANGUARD INDEX FDS

$14.1M
QQQ

INVESCO QQQ TR

$14.1M