Chevron Corporation shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 2.2k | 145.56 |
| 2025-06-30 | $336k | 2.2k | 151.63 |
| 2025-03-31 | $473k | 2.8k | 167.31 |
| 2024-12-31 | $417k | 2.8k | 149.18 |
| 2024-09-30 | $432k | 2.9k | 147.28 |
| 2024-06-30 | $496k | 3.2k | 156.51 |
| 2024-03-31 | $519k | 3.1k | 165.46 |
| 2023-12-31 | $250k | 1.7k | 149.19 |