Chevron Corporation shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 3.2k | 155.30 |
| 2025-06-30 | $280k | 2.0k | 143.20 |
| 2025-03-31 | $326k | 1.9k | 167.28 |
| 2024-12-31 | $285k | 2.0k | 144.85 |
| 2024-09-30 | $290k | 2.0k | 147.30 |
| 2024-06-30 | $307k | 2.0k | 156.45 |
| 2024-03-31 | $309k | 2.0k | 157.80 |
| 2023-12-31 | $292k | 2.0k | 149.15 |
| 2023-09-30 | $289k | 1.7k | 168.62 |
| 2023-06-30 | $270k | 1.7k | 157.32 |
| 2022-12-31 | $233k | 1.3k | 179.49 |
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