Chevron Corporation shares owned by Heritage Trust
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.1M | 33k | 156.42 |
| 2024-03-31 | $5.2M | 33k | 157.74 |
| 2023-12-31 | $4.9M | 33k | 149.16 |
| 2023-09-30 | $5.4M | 32k | 168.62 |
| 2023-06-30 | $5.0M | 32k | 157.35 |
| 2023-03-31 | $5.0M | 31k | 163.16 |
| 2022-12-31 | $5.6M | 32k | 179.49 |
| 2022-09-30 | $4.5M | 31k | 143.83 |
| 2022-06-30 | $3.1M | 21k | 144.74 |
| 2022-03-31 | $3.5M | 22k | 162.89 |
| 2021-12-31 | $6.0M | 51k | 117.51 |
| 2021-09-30 | $5.3M | 52k | 101.63 |
| 2021-06-30 | $5.5M | 52k | 104.91 |
| 2021-03-31 | $5.7M | 54k | 104.84 |
| 2020-12-31 | $4.3M | 51k | 84.33 |
| 2020-09-30 | $3.8M | 53k | 71.92 |
| 2020-06-30 | $4.8M | 53k | 89.32 |
| 2020-03-31 | $3.9M | 54k | 72.51 |
| 2019-12-31 | $6.5M | 54k | 120.48 |
| 2019-09-30 | $6.4M | 54k | 118.59 |
| 2019-06-30 | $6.8M | 55k | 124.45 |
| 2019-03-31 | $6.9M | 56k | 123.18 |
| 2018-12-31 | $2.0M | 18k | 108.79 |
| 2018-09-30 | $2.3M | 19k | 122.25 |
| 2018-06-30 | $2.4M | 19k | 126.43 |
| 2018-03-31 | $2.2M | 19k | 114.06 |
| 2017-12-31 | $2.5M | 20k | 125.20 |
| 2017-09-30 | $2.3M | 20k | 117.49 |
| 2017-06-30 | $2.1M | 20k | 104.30 |
| 2017-03-31 | $1.9M | 18k | 107.38 |