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TriaGen Wealth Management LLC → CVX
TriaGen Wealth Management LLC CVX Position History
Chevron Corporation • Energy
Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q4 2025 | $4.9M |
| Q1 2026 | $4.4M |
| Q2 2026 | $3.5M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 21.3K | — | — |
| Q2 2026 | $3.5M | 21.4K | — | — |
| Q1 2026 | $4.4M | 21.4K | — | — |
| Q4 2025 | $4.9M | 32.0K | — | — |
| Q3 2025 | $5.1M | 33.0K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B