Chevron Corporation shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $720k | 4.7k | 152.41 |
| 2025-09-30 | $588k | 3.8k | 155.29 |
| 2025-06-30 | $542k | 3.8k | 143.19 |
| 2025-03-31 | $753k | 4.5k | 167.29 |
| 2024-12-31 | $652k | 4.5k | 144.84 |
| 2024-09-30 | $663k | 4.5k | 147.27 |
| 2024-06-30 | $704k | 4.5k | 156.42 |
| 2024-03-31 | $850k | 5.2k | 162.67 |
| 2023-12-31 | $580k | 3.9k | 149.16 |
| 2023-09-30 | $564k | 3.9k | 145.05 |
| 2023-06-30 | $505k | 3.2k | 159.37 |
| 2023-03-31 | $1.8M | 11k | 166.00 |
| 2022-12-31 | $697k | 3.9k | 179.49 |
| 2022-09-30 | $586k | 4.1k | 143.67 |
| 2022-06-30 | $590k | 4.1k | 144.78 |