Chevron Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 29k | 155.29 |
| 2025-06-30 | $3.2M | 22k | 143.19 |
| 2025-03-31 | $3.4M | 20k | 167.36 |
| 2024-12-31 | $3.6M | 25k | 144.84 |
| 2024-09-30 | $5.8M | 39k | 147.13 |
| 2024-06-30 | $4.1M | 27k | 156.43 |
| 2024-03-31 | $3.5M | 22k | 157.74 |
| 2023-12-31 | $2.0M | 14k | 149.16 |
| 2023-09-30 | $3.8M | 3.3k | 1155.30 |
| 2023-06-30 | $797k | 5.1k | 157.37 |