Chevron Corporation shares owned by Forum Financial Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 37k | 155.29 |
| 2025-06-30 | $4.7M | 33k | 143.19 |
| 2025-03-31 | $5.5M | 33k | 167.29 |
| 2024-12-31 | $5.3M | 37k | 144.84 |
| 2024-09-30 | $4.8M | 32k | 147.27 |
| 2024-06-30 | $4.9M | 32k | 156.42 |
| 2024-03-31 | $5.0M | 32k | 157.74 |
| 2023-12-31 | $4.7M | 31k | 149.16 |
| 2023-09-30 | $5.5M | 33k | 168.62 |
| 2023-06-30 | $5.0M | 32k | 157.35 |
| 2023-03-31 | $4.9M | 30k | 163.16 |
| 2022-12-31 | $5.4M | 30k | 179.49 |
| 2022-09-30 | $4.2M | 29k | 143.68 |
| 2022-06-30 | $4.2M | 29k | 144.78 |
| 2022-03-31 | $4.7M | 29k | 162.81 |
| 2021-12-31 | $3.1M | 26k | 117.36 |
More positions owned by Forum Financial Management
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