Chevron Corporation shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 3.8k | 155.29 |
| 2025-06-30 | $554k | 3.9k | 143.19 |
| 2025-03-31 | $646k | 3.9k | 167.29 |
| 2024-12-31 | $571k | 3.9k | 144.84 |
| 2024-09-30 | $914k | 6.2k | 147.27 |
| 2024-06-30 | $931k | 6.0k | 156.42 |
| 2024-03-31 | $977k | 6.2k | 157.74 |
| 2023-09-30 | $1.0M | 6.1k | 168.62 |
| 2023-06-30 | $961k | 6.1k | 157.35 |
| 2023-03-31 | $999k | 6.1k | 163.16 |
| 2022-12-31 | $704k | 3.9k | 179.49 |
| 2022-09-30 | $565k | 3.9k | 143.66 |
| 2022-06-30 | $578k | 4.0k | 144.79 |
| 2022-03-31 | $664k | 4.1k | 162.90 |
| 2021-12-31 | $458k | 3.9k | 117.23 |
| 2021-09-30 | $396k | 3.9k | 101.33 |
| 2021-06-30 | $640k | 6.1k | 104.75 |
| 2021-03-31 | $637k | 6.0k | 105.99 |
| 2020-12-31 | $40k | 479 | 83.51 |