Chevron Corporation shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $393k | 2.6k | 153.52 |
| 2025-06-30 | $332k | 2.2k | 150.72 |
| 2025-03-31 | $328k | 2.4k | 138.72 |
| 2024-12-31 | $401k | 2.6k | 156.94 |
| 2024-09-30 | $339k | 2.2k | 151.79 |
| 2024-06-30 | $353k | 2.2k | 157.52 |
| 2024-03-31 | $344k | 2.2k | 159.07 |
| 2023-12-31 | $291k | 2.0k | 144.93 |
| 2023-09-30 | $388k | 2.3k | 167.58 |
| 2023-06-30 | $314k | 2.0k | 159.61 |
| 2023-03-31 | $331k | 2.1k | 156.86 |