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 csvQuarterly 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 |