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 | $257k | 1.7k | 155.27 |
| 2025-06-30 | $256k | 1.8k | 143.17 |
| 2025-03-31 | $310k | 1.9k | 167.27 |
| 2024-12-31 | $267k | 1.8k | 144.82 |
| 2024-09-30 | $337k | 2.3k | 147.25 |
| 2024-06-30 | $362k | 2.3k | 156.40 |
| 2024-03-31 | $377k | 2.4k | 157.72 |
| 2023-12-31 | $358k | 2.4k | 149.14 |
More positions owned by Heritage Wealth Management
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