Chevron Corporation shares owned by Holistic Planning
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 12k | 155.29 |
| 2025-06-30 | $1.6M | 11k | 143.19 |
| 2025-03-31 | $1.7M | 10k | 167.30 |
| 2024-12-31 | $1.3M | 8.8k | 144.84 |
| 2024-09-30 | $1.3M | 8.8k | 147.28 |
| 2024-06-30 | $1.1M | 7.0k | 157.75 |
| 2024-03-31 | $1.1M | 7.0k | 157.75 |