Chevron Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 9.0k | 155.29 |
| 2025-06-30 | $1.2M | 8.4k | 143.19 |
| 2025-03-31 | $1.1M | 6.8k | 167.29 |
| 2024-12-31 | $899k | 6.2k | 144.84 |
| 2024-09-30 | $911k | 6.2k | 147.27 |
| 2024-06-30 | $927k | 5.9k | 156.42 |
| 2024-03-31 | $915k | 5.8k | 157.74 |
| 2023-12-31 | $703k | 4.7k | 149.16 |
| 2023-09-30 | $795k | 4.7k | 168.62 |
| 2023-06-30 | $814k | 5.2k | 157.35 |
| 2023-03-31 | $807k | 4.9k | 163.16 |
| 2022-12-31 | $743k | 4.1k | 179.49 |
| 2022-09-30 | $772k | 5.4k | 143.73 |
| 2022-06-30 | $668k | 4.6k | 144.68 |
| 2022-03-31 | $726k | 4.5k | 162.85 |
| 2021-12-31 | $402k | 3.4k | 117.24 |
| 2021-09-30 | $318k | 3.1k | 101.53 |
| 2021-06-30 | $311k | 3.0k | 104.78 |