Chevron Corporation shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 2.3k | 155.29 |
| 2025-06-30 | $296k | 2.1k | 143.19 |
| 2025-03-31 | $392k | 2.3k | 167.29 |
| 2024-12-31 | $417k | 2.9k | 144.84 |
| 2024-09-30 | $451k | 3.1k | 147.27 |
| 2024-06-30 | $462k | 3.0k | 156.42 |
| 2024-03-31 | $521k | 3.3k | 157.74 |
| 2023-12-31 | $461k | 3.1k | 149.16 |
| 2023-09-30 | $457k | 2.7k | 168.62 |
| 2023-06-30 | $414k | 2.6k | 157.35 |
| 2023-03-31 | $435k | 2.7k | 163.16 |
| 2022-12-31 | $432k | 2.4k | 179.49 |
| 2022-09-30 | $371k | 2.6k | 143.58 |
| 2022-06-30 | $345k | 2.4k | 144.78 |
| 2022-03-31 | $406k | 2.5k | 162.66 |
| 2021-12-31 | $414k | 3.5k | 117.21 |
| 2021-09-30 | $358k | 3.5k | 101.36 |
| 2021-06-30 | $340k | 3.2k | 104.87 |
| 2021-03-31 | $341k | 3.3k | 104.70 |
| 2020-12-31 | $288k | 3.4k | 84.41 |
| 2020-06-30 | $205k | 2.3k | 89.25 |
| 2020-03-31 | $208k | 2.9k | 72.30 |
| 2019-12-31 | $296k | 2.5k | 120.67 |
| 2019-09-30 | $242k | 2.0k | 119.57 |
| 2019-06-30 | $280k | 2.3k | 124.22 |
| 2019-03-31 | $285k | 2.3k | 123.22 |
| 2018-12-31 | $230k | 2.1k | 108.70 |
| 2018-09-30 | $225k | 1.8k | 122.55 |
| 2018-03-31 | $213k | 1.9k | 114.09 |
| 2017-12-31 | $245k | 2.0k | 124.94 |
More positions owned by Holistic Financial Partners
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