Chevron Corporation shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Chevron Corporation by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $587k | 4.0k | 145.49 |
| 2024-06-30 | $666k | 4.3k | 156.42 |
| 2024-03-31 | $678k | 4.3k | 157.74 |
| 2023-09-30 | $675k | 4.0k | 168.62 |
| 2023-06-30 | $620k | 3.8k | 162.30 |
| 2023-03-31 | $650k | 3.8k | 172.09 |
| 2022-12-31 | $638k | 3.8k | 169.01 |
More positions owned by Kapstone Financial Advisors
View all positions for Kapstone Financial Advisors