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
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Quarterly reported holdings in Chevron Corporation by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $16M | 80k | 196.95 |
| 2025-12-31 | $19M | 126k | 152.38 |
| 2025-09-30 | $19M | 122k | 155.30 |
| 2025-06-30 | $17M | 117k | 143.19 |
| 2025-03-31 | $19M | 113k | 167.35 |
| 2024-12-31 | $17M | 106k | 155.77 |
| 2024-09-30 | $3.8M | 26k | 147.27 |
| 2024-06-30 | $3.5M | 23k | 156.76 |
| 2024-03-31 | $3.0M | 19k | 157.74 |
| 2023-12-31 | $394k | 2.6k | 149.15 |