Chevron Corporation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 99k | 149.16 |
| 2023-09-30 | $17M | 101k | 168.62 |
| 2023-06-30 | $17M | 20k | 819.72 |
| 2023-03-31 | $29M | 395k | 74.31 |
| 2022-12-31 | $17M | 95k | 179.49 |
| 2022-09-30 | $14M | 96k | 143.67 |
| 2022-06-30 | $9.7M | 67k | 144.79 |
| 2022-03-31 | $11M | 69k | 162.83 |
| 2021-12-31 | $8.9M | 76k | 117.35 |
| 2021-09-30 | $7.6M | 75k | 101.45 |
| 2021-06-30 | $8.0M | 76k | 104.74 |
| 2021-03-31 | $8.7M | 83k | 104.79 |
| 2020-12-31 | $5.6M | 66k | 84.45 |
| 2020-09-30 | $3.9M | 55k | 72.00 |
| 2020-06-30 | $4.6M | 52k | 89.23 |
| 2020-03-31 | $4.2M | 58k | 72.45 |
| 2019-12-31 | $7.2M | 60k | 120.51 |
| 2019-09-30 | $6.7M | 56k | 118.60 |
| 2019-06-30 | $6.4M | 51k | 124.44 |
| 2019-03-31 | $6.0M | 49k | 123.19 |
| 2018-12-31 | $5.2M | 48k | 108.79 |
| 2018-09-30 | $6.5M | 53k | 122.27 |
| 2018-06-30 | $6.2M | 49k | 126.43 |
| 2018-03-31 | $5.8M | 51k | 114.03 |
| 2017-12-31 | $5.1M | 41k | 125.18 |
| 2017-09-30 | $4.4M | 37k | 117.49 |
| 2017-06-30 | $4.4M | 42k | 104.34 |
| 2017-03-31 | $3.5M | 33k | 107.37 |
| 2016-12-31 | $4.8M | 41k | 116.13 |
| 2016-09-30 | $3.3M | 32k | 102.92 |
| 2016-06-30 | $3.2M | 30k | 104.83 |
| 2016-03-31 | $2.8M | 29k | 95.40 |
| 2015-12-31 | $2.0M | 23k | 89.96 |
| 2015-09-30 | $1.9M | 24k | 78.87 |
| 2015-06-30 | $2.9M | 30k | 96.47 |
| 2015-03-31 | $2.8M | 26k | 104.98 |
| 2014-12-31 | $3.6M | 32k | 112.18 |
| 2014-09-30 | $3.8M | 32k | 119.32 |
| 2014-06-30 | $3.6M | 28k | 130.54 |
| 2014-03-31 | $3.7M | 32k | 118.92 |
| 2013-12-31 | $4.4M | 35k | 124.91 |
| 2013-09-30 | $3.9M | 33k | 121.51 |
| 2013-06-30 | $3.9M | 33k | 118.35 |
| 2013-03-31 | $4.3M | 36k | 118.81 |
| 2012-09-30 | $3.9M | 33k | 116.57 |
| 2012-06-30 | $3.5M | 33k | 105.50 |
| 2012-03-31 | $3.4M | 31k | 107.20 |
| 2011-12-31 | $3.6M | 34k | 106.39 |