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Chevron Corporation shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Chevron Corporation

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All positions including Chevron Corporation held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 2.3k 155.29
2025-06-30 $257k 1.8k 143.19
2025-03-31 $354k 2.1k 167.29
2024-12-31 $256k 1.8k 144.84
2024-06-30 $205k 1.3k 156.42

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Intergy Private Wealth

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Fisher Investments
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Franklin Resources
Ameriprise Financial
Invesco

View all funds holding Chevron Corporation