Modern Wealth Management »

Chevron Corporation shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chevron Corporation by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 122k 155.30
2025-06-30 $17M 116k 143.25
2025-03-31 $19M 113k 167.35
2024-12-31 $15M 102k 144.93
2024-09-30 $3.7M 25k 147.08
2024-06-30 $3.5M 23k 156.76
2024-03-31 $3.0M 19k 157.74
2023-12-31 $394k 2.6k 149.15