Chevron Corporation shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $270k | 1.8k | 147.27 |
| 2024-06-30 | $298k | 1.9k | 156.42 |
| 2024-03-31 | $304k | 1.9k | 157.72 |
| 2023-12-31 | $293k | 2.0k | 149.16 |
| 2023-09-30 | $332k | 2.0k | 168.62 |
| 2023-06-30 | $309k | 2.0k | 157.35 |
| 2023-03-31 | $322k | 2.0k | 163.16 |
| 2022-12-31 | $325k | 1.8k | 179.36 |
| 2022-09-30 | $260k | 1.8k | 143.49 |
| 2022-03-31 | $205k | 1.3k | 163.22 |
| 2020-12-31 | $64k | 756 | 84.66 |
| 2020-09-30 | $54k | 756 | 71.43 |
| 2020-06-30 | $68k | 766 | 88.77 |
| 2020-03-31 | $62k | 856 | 72.43 |
| 2019-12-31 | $159k | 1.3k | 120.55 |
| 2019-09-30 | $145k | 1.2k | 118.95 |
| 2019-06-30 | $167k | 1.3k | 124.63 |
| 2019-03-31 | $177k | 1.4k | 122.92 |
| 2018-12-31 | $157k | 1.4k | 109.03 |
| 2018-09-30 | $207k | 1.7k | 122.49 |
| 2018-06-30 | $344k | 2.7k | 126.42 |
| 2018-03-31 | $310k | 2.7k | 113.93 |
| 2017-12-31 | $341k | 2.7k | 125.32 |
| 2017-09-30 | $293k | 2.5k | 117.67 |
| 2017-06-30 | $249k | 2.4k | 104.18 |
| 2017-03-31 | $205k | 1.9k | 107.56 |
| 2016-12-31 | $246k | 2.1k | 117.82 |
| 2016-09-30 | $267k | 2.6k | 102.77 |
| 2016-06-30 | $272k | 2.6k | 104.70 |
| 2016-03-31 | $100k | 3.0k | 32.93 |
| 2015-12-31 | $251k | 2.8k | 89.74 |
| 2015-09-30 | $220k | 2.8k | 78.66 |
| 2015-06-30 | $269k | 2.8k | 96.21 |
| 2015-03-31 | $294k | 2.8k | 104.97 |
| 2014-12-31 | $337k | 3.0k | 112.11 |