Back to CVX
Whalen Wealth Management Inc. → CVX
Whalen Wealth Management Inc. CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $802K |
| Q1 2026 | $1.1M |
| Q2 2026 | $2.4M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 15.2K | — | — |
| Q2 2026 | $2.4M | 14.7K | — | — |
| Q1 2026 | $1.1M | 5.5K | — | — |
| Q4 2025 | $802K | 5.3K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B