Chevron Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 24k | 155.29 |
| 2025-06-30 | $3.4M | 24k | 143.19 |
| 2025-03-31 | $4.2M | 25k | 167.29 |
| 2024-12-31 | $3.7M | 25k | 144.84 |
| 2024-09-30 | $3.7M | 25k | 147.27 |
| 2024-06-30 | $4.0M | 26k | 154.31 |
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