Chevron Corporation shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 9.0k | 155.34 |
| 2025-06-30 | $1.2M | 8.1k | 143.21 |
| 2025-03-31 | $2.0M | 12k | 167.31 |
| 2024-12-31 | $1.8M | 12k | 144.85 |
| 2024-09-30 | $2.0M | 13k | 147.28 |
| 2024-06-30 | $1.9M | 12k | 156.43 |
| 2024-03-31 | $1.8M | 12k | 152.34 |
| 2023-12-31 | $1.5M | 10k | 149.16 |
| 2023-09-30 | $1.8M | 10k | 168.62 |
| 2023-06-30 | $3.0M | 19k | 156.30 |
| 2023-03-31 | $1.4M | 8.5k | 162.39 |
| 2022-12-31 | $907k | 5.1k | 179.49 |