Chevron Corporation shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 30k | 149.16 |
| 2023-09-30 | $4.8M | 29k | 168.62 |
| 2023-06-30 | $3.7M | 24k | 157.35 |
| 2023-03-31 | $4.6M | 28k | 163.16 |
| 2022-12-31 | $5.1M | 29k | 179.49 |
| 2022-09-30 | $5.1M | 35k | 143.67 |
| 2022-06-30 | $5.7M | 40k | 144.78 |
| 2022-03-31 | $7.3M | 45k | 162.82 |
| 2021-12-31 | $5.2M | 45k | 117.34 |
| 2021-09-30 | $4.1M | 41k | 101.44 |
| 2021-06-30 | $4.0M | 38k | 104.73 |
| 2021-03-31 | $3.9M | 37k | 104.80 |
| 2020-12-31 | $2.1M | 25k | 84.43 |
| 2020-09-30 | $1.9M | 26k | 71.99 |
| 2020-06-30 | $2.6M | 29k | 89.24 |
| 2020-03-31 | $2.0M | 28k | 72.46 |
| 2019-12-31 | $4.1M | 34k | 120.51 |
| 2019-09-30 | $3.7M | 31k | 118.60 |
| 2019-06-30 | $4.2M | 34k | 124.43 |
| 2019-03-31 | $4.1M | 34k | 123.19 |
| 2018-12-31 | $3.6M | 34k | 108.80 |
| 2018-09-30 | $3.9M | 32k | 122.28 |
| 2018-06-30 | $2.6M | 21k | 126.42 |
| 2018-03-31 | $3.3M | 29k | 114.05 |
| 2017-12-31 | $3.6M | 29k | 125.18 |
| 2017-09-30 | $3.0M | 26k | 117.50 |
| 2017-06-30 | $2.4M | 23k | 104.35 |
| 2017-03-31 | $2.0M | 19k | 107.35 |
| 2016-12-31 | $1.2M | 11k | 117.74 |
| 2016-09-30 | $1.1M | 11k | 102.88 |
| 2016-06-30 | $1.1M | 11k | 104.82 |
| 2016-03-31 | $1.0M | 11k | 95.43 |
| 2015-12-31 | $1.1M | 12k | 89.99 |
| 2015-09-30 | $872k | 11k | 78.86 |
| 2015-06-30 | $2.3M | 24k | 96.49 |
| 2015-03-31 | $2.4M | 23k | 104.99 |
| 2014-12-31 | $2.5M | 22k | 112.18 |