Chevron Corporation shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $816k | 4.9k | 167.28 |
| 2024-12-31 | $704k | 4.9k | 144.83 |
| 2024-09-30 | $691k | 4.7k | 147.26 |
| 2024-06-30 | $732k | 4.7k | 156.44 |
| 2024-03-31 | $697k | 4.4k | 157.75 |
| 2023-12-31 | $656k | 4.4k | 149.16 |
| 2023-09-30 | $748k | 4.4k | 168.62 |
| 2023-06-30 | $725k | 4.6k | 157.35 |
| 2023-03-31 | $849k | 5.2k | 163.17 |
| 2022-12-31 | $947k | 5.3k | 179.50 |
| 2022-09-30 | $769k | 5.3k | 144.79 |
| 2022-06-30 | $872k | 6.0k | 144.83 |
| 2022-03-31 | $968k | 5.8k | 165.50 |
| 2021-12-31 | $711k | 6.1k | 117.31 |
| 2021-09-30 | $682k | 6.4k | 105.80 |
| 2021-06-30 | $668k | 6.4k | 104.78 |
| 2021-03-31 | $601k | 5.9k | 101.55 |
| 2020-12-31 | $457k | 5.4k | 84.49 |
| 2020-09-30 | $388k | 5.4k | 71.95 |
| 2020-06-30 | $480k | 5.4k | 89.30 |
| 2020-03-31 | $390k | 5.4k | 72.45 |
| 2019-12-31 | $718k | 6.0k | 120.43 |