Chevron Corporation shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $621k | 4.0k | 155.27 |
| 2025-06-30 | $551k | 3.9k | 143.12 |
| 2025-03-31 | $634k | 3.8k | 167.15 |
| 2024-12-31 | $586k | 3.8k | 153.12 |
| 2024-09-30 | $580k | 3.8k | 151.20 |
| 2024-06-30 | $618k | 4.0k | 156.41 |
| 2024-03-31 | $617k | 3.9k | 157.75 |
| 2023-12-31 | $598k | 4.0k | 149.15 |
| 2023-09-30 | $650k | 3.9k | 168.61 |
| 2023-06-30 | $600k | 3.8k | 157.38 |
| 2023-03-31 | $616k | 3.8k | 163.19 |
| 2022-12-31 | $684k | 3.8k | 179.51 |
| 2022-09-30 | $664k | 3.8k | 173.19 |
| 2022-06-30 | $554k | 3.8k | 144.57 |
| 2022-03-31 | $452k | 3.9k | 117.31 |
| 2021-12-31 | $452k | 3.9k | 117.31 |
| 2021-09-30 | $390k | 3.9k | 101.30 |
| 2021-06-30 | $403k | 3.8k | 104.76 |
| 2021-03-31 | $400k | 3.8k | 104.58 |
| 2020-12-31 | $540k | 6.4k | 84.34 |
| 2020-09-30 | $598k | 8.3k | 71.98 |
| 2020-06-30 | $999k | 11k | 89.20 |
| 2020-03-31 | $723k | 10k | 72.40 |
| 2019-12-31 | $1.2M | 10k | 120.49 |
| 2019-09-30 | $1.2M | 9.9k | 118.58 |
| 2019-06-30 | $1.2M | 9.6k | 124.48 |
| 2019-03-31 | $1.1M | 9.0k | 123.14 |
| 2018-12-31 | $917k | 8.4k | 108.79 |