Chevron Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.6k | 155.29 |
| 2025-06-30 | $1.4M | 9.6k | 143.19 |
| 2025-03-31 | $1.6M | 9.6k | 167.29 |
| 2024-12-31 | $1.5M | 10k | 144.84 |
| 2024-09-30 | $1.6M | 11k | 147.27 |
| 2024-06-30 | $1.6M | 11k | 156.42 |
| 2024-03-31 | $1.7M | 11k | 157.74 |
| 2023-12-31 | $1.6M | 11k | 149.16 |
| 2023-09-30 | $1.7M | 10k | 168.62 |
| 2023-06-30 | $1.5M | 9.3k | 157.35 |
| 2023-03-31 | $1.5M | 9.4k | 163.16 |
| 2022-12-31 | $1.7M | 9.2k | 179.49 |
| 2022-09-30 | $1.5M | 10k | 143.67 |
| 2022-06-30 | $1.5M | 10k | 144.74 |
| 2022-03-31 | $1.5M | 9.0k | 162.81 |
| 2021-12-31 | $1.1M | 9.1k | 117.35 |
| 2021-09-30 | $1.1M | 11k | 101.45 |
| 2021-06-30 | $1.1M | 11k | 104.74 |
| 2021-03-31 | $1.1M | 11k | 104.79 |
| 2020-12-31 | $896k | 11k | 84.46 |
| 2020-09-30 | $770k | 11k | 72.00 |
| 2020-06-30 | $950k | 412 | 2305.83 |
| 2020-03-31 | $2.8M | 39k | 72.46 |
| 2019-12-31 | $1.4M | 12k | 120.51 |
| 2019-09-30 | $1.4M | 12k | 118.55 |
| 2019-06-30 | $1.2M | 9.2k | 124.44 |
| 2019-03-31 | $1.0M | 8.2k | 123.18 |
| 2018-12-31 | $871k | 8.0k | 108.74 |
| 2018-09-30 | $979k | 8.0k | 122.22 |
| 2018-06-30 | $1.1M | 8.7k | 126.55 |
| 2018-03-31 | $997k | 8.8k | 113.92 |
| 2017-12-31 | $1.0M | 8.1k | 125.43 |
| 2017-09-30 | $942k | 8.0k | 117.90 |
| 2017-06-30 | $789k | 7.6k | 104.30 |
| 2017-03-31 | $810k | 7.5k | 107.31 |
| 2016-12-31 | $890k | 7.5k | 117.91 |
| 2016-09-30 | $794k | 7.7k | 103.08 |
| 2016-06-30 | $823k | 7.8k | 104.87 |
| 2016-03-31 | $695k | 7.3k | 95.47 |
| 2015-12-31 | $642k | 7.1k | 89.92 |
| 2015-09-30 | $579k | 7.3k | 79.00 |
| 2015-06-30 | $704k | 7.3k | 96.56 |
| 2015-03-31 | $754k | 7.2k | 104.85 |
| 2014-12-31 | $789k | 7.0k | 112.03 |
| 2014-09-30 | $730k | 6.1k | 119.42 |
| 2014-06-30 | $906k | 6.9k | 130.43 |
| 2014-03-31 | $829k | 7.0k | 118.89 |
| 2013-12-31 | $857k | 6.9k | 124.71 |