Chevron Corporation shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Chevron Corporation by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 1.5k | 155.29 |
| 2025-06-30 | $221k | 1.5k | 143.19 |
| 2025-03-31 | $355k | 2.1k | 167.29 |
| 2024-12-31 | $401k | 2.8k | 144.84 |
| 2024-09-30 | $394k | 2.7k | 147.27 |
| 2024-06-30 | $413k | 2.6k | 156.42 |
| 2024-03-31 | $449k | 2.8k | 157.74 |
| 2023-12-31 | $506k | 3.4k | 149.16 |
| 2023-09-30 | $617k | 3.7k | 168.62 |
| 2023-06-30 | $588k | 3.7k | 157.35 |
| 2023-03-31 | $663k | 4.1k | 163.16 |
| 2022-12-31 | $805k | 4.5k | 179.49 |
| 2022-06-30 | $697k | 4.5k | 155.37 |
| 2022-03-31 | $874k | 5.2k | 167.79 |
More positions owned by Heirloom Wealth Management
View all positions for Heirloom Wealth Management