Chevron Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 206k | 155.29 |
| 2025-06-30 | $28M | 197k | 143.19 |
| 2025-03-31 | $30M | 180k | 167.29 |
| 2024-12-31 | $24M | 162k | 144.84 |
| 2024-09-30 | $20M | 137k | 147.27 |
| 2024-06-30 | $22M | 141k | 156.42 |
| 2024-03-31 | $21M | 133k | 157.74 |
| 2023-09-30 | $17M | 100k | 168.62 |
| 2023-06-30 | $14M | 89k | 157.35 |
| 2023-03-31 | $14M | 84k | 163.16 |
| 2022-12-31 | $15M | 83k | 179.49 |
| 2022-09-30 | $12M | 80k | 143.67 |
| 2022-06-30 | $8.7M | 60k | 144.78 |
| 2022-03-31 | $9.9M | 61k | 162.83 |
| 2021-12-31 | $7.4M | 63k | 117.34 |
| 2021-09-30 | $5.9M | 58k | 101.50 |
| 2021-06-30 | $5.7M | 55k | 104.61 |
| 2021-03-31 | $4.9M | 47k | 104.77 |
| 2020-12-31 | $4.3M | 51k | 84.44 |
| 2020-09-30 | $1.6M | 22k | 71.98 |
| 2020-06-30 | $2.3M | 26k | 89.23 |
| 2020-03-31 | $1.8M | 25k | 72.48 |
| 2019-12-31 | $6.3M | 466k | 13.54 |
| 2019-09-30 | $3.2M | 27k | 118.63 |
| 2019-06-30 | $3.3M | 27k | 124.40 |
| 2019-03-31 | $342k | 2.8k | 123.20 |
| 2018-12-31 | $233k | 2.1k | 108.98 |
| 2018-09-30 | $642k | 5.3k | 122.22 |
| 2018-06-30 | $684k | 5.4k | 126.43 |
| 2018-03-31 | $615k | 5.4k | 114.12 |
| 2017-12-31 | $702k | 5.6k | 125.25 |
| 2017-09-30 | $795k | 6.8k | 117.52 |
| 2017-06-30 | $684k | 6.6k | 104.40 |
| 2017-03-31 | $743k | 6.9k | 107.34 |
| 2016-12-31 | $850k | 7.2k | 117.71 |
| 2016-09-30 | $720k | 7.0k | 102.89 |
| 2016-06-30 | $969k | 9.2k | 104.79 |
| 2016-03-31 | $908k | 9.5k | 95.36 |
| 2015-12-31 | $817k | 9.1k | 89.92 |
| 2015-09-30 | $717k | 9.1k | 78.91 |
| 2015-06-30 | $948k | 9.8k | 96.47 |
| 2015-03-31 | $1.0M | 9.6k | 104.96 |
| 2014-12-31 | $1.1M | 9.9k | 112.21 |
| 2014-09-30 | $1.2M | 10k | 119.35 |
| 2014-06-30 | $1.3M | 10k | 130.51 |
| 2014-03-31 | $1.1M | 9.1k | 118.95 |
| 2013-12-31 | $1.3M | 10k | 124.87 |
| 2013-09-30 | $1.2M | 10k | 121.47 |
| 2013-06-30 | $1.2M | 10k | 118.39 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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