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Chevron Corporation shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Chevron Corporation

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All positions including Chevron Corporation held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 7.6k 144.85
2024-09-30 $1.2M 8.0k 147.28
2024-06-30 $1.3M 8.4k 156.42
2024-03-31 $1.5M 9.4k 157.75
2023-12-31 $1.6M 11k 149.16
2023-09-30 $1.4M 8.1k 168.62
2023-06-30 $679k 4.3k 157.35
2023-03-31 $573k 3.5k 163.16
2022-12-31 $590k 3.3k 179.49
2022-09-30 $557k 3.9k 143.59
2022-06-30 $580k 4.0k 144.67
2022-03-31 $534k 3.3k 162.76
2021-12-31 $423k 3.6k 117.40
2021-09-30 $371k 3.7k 101.48
2021-06-30 $359k 3.4k 104.73
2021-03-31 $3.4M 77k 44.16
2020-12-31 $321k 3.8k 84.36
2020-09-30 $294k 4.1k 72.09
2020-06-30 $359k 4.0k 89.28
2020-03-31 $215k 3.0k 72.37
2019-12-31 $333k 2.8k 120.56
2019-09-30 $371k 3.1k 118.61
2019-06-30 $339k 2.7k 124.27
2019-03-31 $318k 2.6k 123.11
2018-12-31 $254k 2.3k 108.78
2018-09-30 $330k 2.6k 124.58
2018-06-30 $329k 2.6k 124.20
2018-03-31 $351k 3.1k 112.10
2017-12-31 $482k 3.8k 128.53
2017-09-30 $510k 4.3k 117.67
2017-06-30 $438k 4.3k 103.06
2017-03-31 $465k 4.3k 108.54
2016-12-31 $485k 4.2k 115.92
2016-09-30 $373k 3.7k 101.25

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth Management

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Berkshire Hathaway
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Fisher Investments
Wells Fargo & Company
Franklin Resources
Ameriprise Financial

View all funds holding Chevron Corporation