Chevron Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $822k | 5.2k | 157.72 |
| 2023-12-31 | $500k | 2.8k | 179.50 |
| 2023-09-30 | $914k | 5.4k | 168.61 |
| 2023-06-30 | $573k | 3.6k | 157.34 |
| 2023-03-31 | $534k | 3.3k | 163.17 |
| 2022-12-31 | $500k | 2.8k | 179.50 |
| 2022-09-30 | $361k | 2.5k | 143.64 |
| 2022-06-30 | $326k | 2.3k | 144.77 |
| 2022-03-31 | $1.6M | 9.8k | 162.83 |
| 2021-12-31 | $1.2M | 9.8k | 117.36 |
| 2021-09-30 | $981k | 9.7k | 101.45 |
| 2021-06-30 | $905k | 8.6k | 104.74 |
| 2021-03-31 | $878k | 8.4k | 104.79 |
| 2020-12-31 | $737k | 8.7k | 84.45 |
| 2020-09-30 | $403k | 5.6k | 72.00 |
| 2020-06-30 | $524k | 5.9k | 89.23 |
| 2020-03-31 | $561k | 7.7k | 72.46 |
| 2019-12-31 | $587k | 4.9k | 120.51 |
| 2019-09-30 | $563k | 4.7k | 118.60 |
| 2019-06-30 | $585k | 4.7k | 124.44 |
| 2019-03-31 | $565k | 4.6k | 123.17 |
More positions owned by Financial Synergies Wealth Advisors
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