Chevron Corporation shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 37k | 147.27 |
| 2024-06-30 | $5.5M | 35k | 156.42 |
| 2024-03-31 | $5.5M | 35k | 157.74 |
| 2023-12-31 | $5.2M | 35k | 149.16 |
| 2023-09-30 | $5.6M | 33k | 168.62 |
| 2023-06-30 | $5.2M | 33k | 157.35 |
| 2023-03-31 | $5.4M | 33k | 163.16 |
| 2022-12-31 | $6.0M | 33k | 179.49 |
| 2022-09-30 | $4.9M | 34k | 143.67 |
| 2022-06-30 | $5.0M | 34k | 144.77 |
| 2022-03-31 | $5.8M | 36k | 162.82 |
| 2021-12-31 | $4.3M | 37k | 117.35 |
| 2021-09-30 | $3.8M | 37k | 101.46 |
| 2021-06-30 | $3.9M | 37k | 104.75 |
| 2021-03-31 | $3.9M | 37k | 104.79 |
| 2020-12-31 | $3.0M | 36k | 84.46 |
| 2020-09-30 | $2.5M | 35k | 71.99 |
| 2020-06-30 | $3.1M | 35k | 89.22 |
| 2020-03-31 | $2.5M | 34k | 72.45 |
| 2019-12-31 | $3.8M | 32k | 120.50 |
| 2019-09-30 | $2.9M | 25k | 118.60 |
| 2019-06-30 | $3.1M | 25k | 124.46 |
| 2019-03-31 | $3.0M | 25k | 123.18 |
| 2018-12-31 | $2.7M | 25k | 108.79 |
| 2018-09-30 | $2.9M | 23k | 122.28 |
| 2018-06-30 | $3.0M | 24k | 126.43 |
| 2018-03-31 | $2.7M | 24k | 114.05 |
| 2017-12-31 | $2.9M | 23k | 125.17 |
| 2017-09-30 | $2.8M | 24k | 117.50 |
| 2017-06-30 | $2.4M | 24k | 104.34 |
| 2017-03-31 | $2.5M | 24k | 107.38 |
| 2016-12-31 | $2.8M | 23k | 117.68 |
More positions owned by Concentric Wealth Management
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