Chevron Corporation shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $563k | 3.9k | 144.85 |
| 2024-09-30 | $670k | 4.5k | 147.27 |
| 2024-06-30 | $651k | 4.2k | 156.41 |
| 2024-03-31 | $666k | 4.2k | 157.73 |
| 2023-12-31 | $682k | 4.6k | 149.15 |
| 2023-09-30 | $782k | 4.6k | 168.60 |
| 2023-06-30 | $733k | 4.7k | 157.35 |
| 2023-03-31 | $766k | 4.7k | 163.14 |
| 2022-12-31 | $862k | 4.8k | 179.49 |
| 2022-09-30 | $715k | 5.0k | 143.72 |
| 2022-06-30 | $723k | 5.0k | 144.74 |
| 2022-03-31 | $813k | 5.0k | 162.80 |
| 2021-12-31 | $587k | 5.0k | 117.26 |
| 2021-09-30 | $533k | 5.3k | 101.50 |
| 2021-06-30 | $552k | 5.3k | 104.72 |
| 2021-03-31 | $595k | 5.7k | 104.75 |
| 2020-12-31 | $546k | 6.5k | 84.39 |
| 2020-09-30 | $535k | 7.4k | 72.05 |
| 2020-06-30 | $664k | 7.4k | 89.19 |
| 2020-03-31 | $550k | 7.6k | 72.41 |
| 2019-12-31 | $1.0M | 1.0k | 1000.00 |
| 2019-09-30 | $1.0M | 8.7k | 118.60 |
| 2019-06-30 | $1.5M | 12k | 124.44 |
| 2019-03-31 | $1.1M | 8.5k | 123.33 |
| 2018-09-30 | $1.5M | 12k | 121.22 |
| 2018-06-30 | $2.1M | 16k | 126.28 |
| 2018-03-31 | $1.9M | 15k | 125.54 |
| 2017-12-31 | $1.7M | 14k | 125.70 |
| 2017-09-30 | $1.7M | 15k | 117.89 |
| 2017-06-30 | $1.4M | 14k | 103.85 |
| 2013-06-30 | $533k | 4.5k | 118.29 |
More positions owned by Institute For Wealth Management
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