Chevron Corporation shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 3.2k | 155.29 |
| 2025-06-30 | $432k | 3.0k | 143.19 |
| 2025-03-31 | $531k | 3.2k | 167.29 |
| 2024-12-31 | $525k | 3.6k | 144.84 |
| 2024-09-30 | $588k | 4.0k | 147.27 |
| 2024-06-30 | $515k | 3.3k | 156.42 |
| 2024-03-31 | $532k | 3.4k | 157.74 |
| 2023-12-31 | $484k | 3.2k | 149.16 |
| 2023-09-30 | $343k | 2.0k | 168.62 |
| 2023-06-30 | $308k | 2.0k | 157.35 |
| 2023-03-31 | $349k | 2.1k | 163.16 |
| 2022-12-31 | $384k | 2.1k | 179.49 |
| 2022-09-30 | $285k | 2.0k | 143.65 |
| 2022-06-30 | $313k | 2.2k | 144.44 |
| 2022-03-31 | $578k | 3.6k | 162.82 |
| 2021-12-31 | $358k | 3.1k | 117.15 |
More positions owned by Heritage Financial Services
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