Chevron Corporation shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Chevron Corporation
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All positions including Chevron Corporation held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 1.4k | 155.32 |
| 2025-06-30 | $205k | 1.4k | 143.24 |
| 2025-03-31 | $238k | 1.4k | 167.23 |
| 2024-12-31 | $205k | 1.4k | 144.81 |
| 2024-09-30 | $210k | 1.4k | 147.24 |
| 2024-06-30 | $223k | 1.4k | 156.39 |
| 2024-03-31 | $225k | 1.4k | 157.71 |
| 2023-12-31 | $213k | 1.4k | 149.13 |
| 2023-09-30 | $240k | 1.4k | 168.62 |
| 2023-06-30 | $242k | 1.5k | 157.30 |
| 2023-03-31 | $255k | 1.6k | 163.16 |
| 2022-12-31 | $302k | 1.7k | 179.46 |
| 2022-09-30 | $241k | 1.7k | 143.54 |
| 2022-06-30 | $258k | 1.8k | 144.70 |
| 2021-03-31 | $273k | 1.7k | 162.60 |
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