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Chevron Corporation shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 30k 156.42
2024-03-31 $4.7M 30k 157.74
2023-12-31 $4.4M 30k 149.16
2023-09-30 $5.0M 29k 168.62
2023-06-30 $5.2M 33k 157.35
2023-03-31 $5.5M 34k 163.16
2022-12-31 $6.1M 34k 179.49
2022-09-30 $5.6M 39k 143.68
2022-06-30 $5.3M 37k 144.79
2022-03-31 $5.9M 36k 162.84
2021-12-31 $4.3M 36k 117.35
2021-09-30 $4.0M 39k 101.46
2021-06-30 $3.8M 37k 104.75
2021-03-31 $3.4M 32k 104.78
2020-12-31 $2.8M 33k 84.46
2020-09-30 $2.5M 35k 72.01
2020-06-30 $3.2M 36k 89.23
2020-03-31 $3.2M 44k 72.47
2019-12-31 $3.3M 27k 120.51
2019-09-30 $3.2M 27k 118.59
2019-06-30 $3.4M 28k 124.42
2019-03-31 $3.5M 28k 123.19
2018-12-31 $3.1M 28k 108.80
2018-09-30 $3.6M 29k 122.27
2018-06-30 $3.7M 29k 126.43
2018-03-31 $3.6M 31k 114.04
2017-12-31 $4.9M 39k 125.18
2017-09-30 $4.4M 38k 117.49
2017-06-30 $3.8M 37k 104.34
2017-03-31 $3.6M 34k 107.37
2016-12-31 $4.2M 36k 117.69
2016-09-30 $3.7M 36k 102.93
2016-06-30 $3.4M 32k 104.82
2016-03-31 $2.7M 31k 89.95
2015-12-31 $2.8M 31k 89.96

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

Top funds holding Chevron Corporation

State Street Corporation
Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Fisher Investments
Northern Trust
Franklin Resources
Bank of New York Mellon
Invesco
T. Rowe Price Associates

View all funds holding Chevron Corporation