Chevron Corporation shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24M | 151k | 157.74 |
| 2023-12-31 | $21M | 138k | 149.16 |
| 2023-09-30 | $24M | 140k | 168.62 |
| 2023-06-30 | $21M | 133k | 157.35 |
| 2023-03-31 | $21M | 128k | 163.16 |
| 2022-12-31 | $23M | 127k | 179.49 |
| 2022-09-30 | $18M | 125k | 143.67 |
| 2022-06-30 | $17M | 119k | 144.77 |
| 2022-03-31 | $15M | 89k | 162.82 |
| 2021-12-31 | $11M | 93k | 117.36 |
More positions owned by Congress Wealth Management LLC / DE /
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