Chevron Corporation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Chevron Corporation by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 60k | 155.29 |
| 2025-06-30 | $2.4M | 17k | 143.19 |
| 2025-03-31 | $3.7M | 22k | 167.29 |
| 2024-12-31 | $3.1M | 22k | 144.84 |
| 2024-09-30 | $1.6M | 11k | 147.28 |
| 2024-06-30 | $3.2M | 21k | 156.42 |
| 2024-03-31 | $3.2M | 20k | 157.73 |
| 2023-09-30 | $1.8M | 11k | 168.62 |
| 2023-06-30 | $1.6M | 10k | 157.35 |
| 2023-03-31 | $208k | 1.3k | 163.14 |
| 2022-12-31 | $202k | 1.1k | 179.46 |
| 2021-09-30 | $214k | 2.1k | 101.52 |
| 2020-06-30 | $248k | 2.8k | 89.34 |
| 2019-12-31 | $325k | 3.0k | 107.08 |
| 2019-09-30 | $406k | 3.4k | 121.01 |
| 2019-06-30 | $487k | 4.1k | 119.16 |
| 2019-03-31 | $557k | 4.5k | 123.07 |
| 2018-12-31 | $581k | 5.0k | 117.02 |
| 2018-09-30 | $687k | 5.7k | 120.82 |
| 2018-06-30 | $669k | 5.3k | 126.51 |
| 2018-03-31 | $522k | 4.6k | 114.12 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors