Chevron Corporation shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $867k | 5.9k | 147.27 |
| 2024-06-30 | $921k | 5.9k | 156.42 |
| 2024-03-31 | $929k | 5.9k | 157.74 |
| 2023-12-31 | $882k | 5.9k | 149.16 |
| 2023-09-30 | $997k | 5.9k | 168.62 |
| 2023-06-30 | $940k | 6.0k | 157.35 |
| 2023-03-31 | $978k | 6.0k | 163.16 |
| 2022-12-31 | $1.1M | 6.0k | 179.49 |
| 2022-09-30 | $861k | 6.0k | 143.67 |
| 2022-06-30 | $867k | 6.0k | 144.78 |
| 2022-03-31 | $996k | 6.1k | 162.83 |
| 2021-12-31 | $715k | 6.1k | 117.35 |
| 2021-09-30 | $615k | 6.1k | 101.45 |
| 2021-06-30 | $630k | 6.0k | 104.74 |
| 2021-03-31 | $630k | 6.0k | 104.79 |
| 2020-12-31 | $480k | 5.7k | 84.45 |
| 2020-09-30 | $1.0M | 14k | 72.00 |
| 2020-06-30 | $2.1M | 23k | 89.23 |
| 2020-03-31 | $1.6M | 23k | 72.46 |
| 2019-12-31 | $672k | 5.6k | 120.51 |
More positions owned by Legacy Wealth Management, LLC / MS
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