Chevron Corporation shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 12k | 155.29 |
| 2025-06-30 | $1.7M | 12k | 143.19 |
| 2025-03-31 | $2.0M | 12k | 167.30 |
| 2024-12-31 | $2.1M | 14k | 144.84 |
| 2024-09-30 | $1.9M | 13k | 147.27 |
| 2024-06-30 | $2.0M | 13k | 156.41 |
| 2024-03-31 | $2.0M | 13k | 157.74 |
| 2023-12-31 | $1.8M | 12k | 149.16 |
| 2023-09-30 | $2.0M | 12k | 168.62 |
| 2023-06-30 | $1.8M | 12k | 157.35 |
| 2023-03-31 | $2.1M | 13k | 163.16 |
| 2022-12-31 | $1.9M | 11k | 179.49 |
| 2022-09-30 | $1.5M | 10k | 143.71 |
| 2022-06-30 | $1.5M | 10k | 144.75 |
| 2022-03-31 | $1.9M | 11k | 162.79 |
| 2021-12-31 | $1.2M | 11k | 117.35 |
| 2021-09-30 | $1.1M | 11k | 101.48 |
| 2021-06-30 | $1.1M | 11k | 104.74 |
| 2021-03-31 | $1.1M | 11k | 104.83 |
| 2020-12-31 | $1.0M | 12k | 84.41 |
| 2020-09-30 | $895k | 12k | 71.97 |
| 2020-06-30 | $1.2M | 14k | 89.23 |
| 2019-12-31 | $1.8M | 15k | 120.50 |
| 2019-09-30 | $1.8M | 15k | 118.60 |
| 2017-09-30 | $1.8M | 15k | 117.49 |
| 2017-06-30 | $1.7M | 16k | 104.34 |
| 2017-03-31 | $1.4M | 13k | 107.33 |
| 2016-12-31 | $1.7M | 14k | 117.68 |
| 2016-09-30 | $1.3M | 13k | 102.92 |
| 2016-06-30 | $1.3M | 12k | 104.83 |
| 2015-06-30 | $833k | 8.6k | 96.45 |
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