Chevron Corporation shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $276k | 1.8k | 150.74 |
| 2024-06-30 | $286k | 1.8k | 156.42 |
| 2024-03-31 | $269k | 1.7k | 157.74 |
| 2023-12-31 | $258k | 1.7k | 149.16 |
| 2019-03-31 | $241k | 2.0k | 123.18 |
| 2018-12-31 | $213k | 2.0k | 108.79 |
| 2018-09-30 | $239k | 2.0k | 122.28 |