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Chevron Corporation shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Chevron Corporation

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All positions including Chevron Corporation held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 69k 155.29
2025-06-30 $9.1M 63k 143.19
2025-03-31 $11M 66k 167.29
2024-12-31 $9.3M 64k 144.84
2024-09-30 $7.0M 48k 147.27
2024-06-30 $5.7M 37k 156.42
2024-03-31 $1.9M 5.2k 370.41
2023-12-31 $3.5M 24k 149.16
2023-09-30 $1.9M 11k 168.62
2023-06-30 $1.7M 11k 157.34
2023-03-31 $1.5M 9.3k 163.17
2022-12-31 $1.7M 9.5k 179.50
2022-09-30 $1.5M 10k 143.69
2022-06-30 $1.7M 11k 155.32
2022-03-31 $1.8M 11k 162.84
2021-12-31 $1.5M 11k 136.08
2021-09-30 $1.0M 9.9k 101.48
2021-06-30 $970k 9.3k 104.73
2021-03-31 $985k 9.2k 106.71
2020-12-31 $835k 9.0k 92.50
2020-09-30 $642k 8.9k 71.95
2020-06-30 $760k 8.4k 90.74
2020-03-31 $600k 8.3k 72.46
2019-12-31 $1.1M 8.8k 120.47
2019-09-30 $1.0M 8.8k 118.57
2019-06-30 $1.1M 8.9k 120.75
2019-03-31 $1.3M 10k 123.22
2018-12-31 $1.3M 11k 118.74