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Turtle Creek Wealth Advisors, LLC → CVX

Turtle Creek Wealth Advisors, LLC CVX Position History

Chevron Corporation • Energy

Quarters held
6
Latest value
$36.1M
Q3 2026
Peak value
$68.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3M
Q4 2025$3.9M
Q1 2026$6.2M
Q2 2026$65.6M
Q3 2026$68.6M
Q3 2026$36.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$36.1M176.6K——
Q3 2026$68.6M335.7K——
Q2 2026$65.6M394.8K——
Q1 2026$6.2M29.8K——
Q4 2025$3.9M25.3K——
Q3 2025$3M19.1K——

Other funds holding CVX

Other Turtle Creek Wealth Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$131.1M
VGES

VANGUARD INDEX FDS

$124.8M
VGES

VANGUARD INDEX FDS

$101.4M
SPY

STATE STR SPDR S&P 500 ETF T

$90.5M
VGES

VANGUARD INDEX FDS

$88.8M
AAPL

APPLE INC

$84.5M
NVDA

NVIDIA CORPORATION

$76.5M
ETHA

ISHARES TR

$76.5M