Chevron Corporation shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.4k | 155.29 |
| 2025-06-30 | $240k | 1.7k | 143.19 |
| 2024-03-31 | $408k | 2.6k | 157.74 |
| 2023-12-31 | $293k | 2.0k | 149.16 |
| 2023-09-30 | $352k | 2.1k | 168.62 |
| 2023-06-30 | $254k | 1.6k | 157.35 |
| 2023-03-31 | $266k | 1.6k | 163.16 |
| 2022-12-31 | $293k | 1.6k | 179.49 |
| 2022-09-30 | $212k | 1.5k | 143.83 |
| 2022-06-30 | $244k | 1.7k | 144.98 |
| 2022-03-31 | $268k | 1.6k | 163.02 |
| 2021-12-31 | $248k | 2.1k | 117.48 |
| 2021-09-30 | $213k | 2.1k | 101.62 |
| 2021-06-30 | $220k | 2.1k | 104.96 |
| 2021-03-31 | $213k | 2.0k | 104.82 |
| 2020-12-31 | $300k | 3.5k | 84.55 |
| 2020-09-30 | $266k | 3.7k | 72.03 |
| 2020-06-30 | $354k | 4.0k | 89.33 |
| 2020-03-31 | $260k | 3.6k | 72.40 |
| 2019-12-31 | $688k | 5.7k | 120.43 |
| 2019-09-30 | $530k | 4.5k | 118.52 |
| 2019-06-30 | $578k | 4.6k | 124.52 |
| 2019-03-31 | $500k | 4.1k | 123.27 |
| 2018-12-31 | $441k | 4.1k | 108.73 |
| 2018-09-30 | $496k | 4.1k | 122.29 |
| 2018-06-30 | $510k | 4.0k | 126.52 |
| 2018-03-31 | $457k | 4.0k | 113.99 |
| 2017-12-31 | $501k | 4.0k | 125.28 |
| 2017-09-30 | $467k | 4.0k | 117.45 |
| 2017-06-30 | $412k | 4.0k | 104.25 |
| 2017-03-31 | $321k | 3.0k | 107.36 |
| 2016-12-31 | $349k | 3.0k | 117.67 |