Chevron Corporation shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 4.6k | 155.29 |
| 2025-06-30 | $637k | 4.4k | 143.19 |
| 2025-03-31 | $751k | 4.5k | 167.30 |
| 2024-12-31 | $651k | 4.5k | 144.85 |
| 2024-09-30 | $658k | 4.5k | 147.28 |
| 2024-06-30 | $686k | 4.4k | 156.42 |
| 2024-03-31 | $684k | 4.3k | 157.75 |
| 2023-12-31 | $639k | 4.3k | 149.17 |
| 2023-09-30 | $724k | 4.3k | 168.64 |
| 2023-06-30 | $668k | 4.2k | 157.35 |
| 2023-03-31 | $691k | 4.2k | 163.18 |
| 2022-12-31 | $760k | 4.2k | 179.49 |
| 2022-09-30 | $608k | 4.2k | 143.63 |
| 2022-06-30 | $612k | 4.2k | 144.65 |
| 2022-03-31 | $689k | 4.2k | 162.92 |
| 2021-12-31 | $496k | 4.2k | 117.37 |
| 2021-09-30 | $428k | 4.2k | 101.33 |
| 2021-06-30 | $442k | 4.2k | 104.74 |
| 2021-03-31 | $442k | 4.2k | 104.81 |
| 2020-12-31 | $356k | 4.2k | 84.48 |