Chevron Corporation shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $249k | 1.7k | 147.27 |
| 2024-06-30 | $664k | 4.2k | 156.42 |
| 2024-03-31 | $261k | 1.7k | 157.74 |
| 2023-12-31 | $247k | 1.7k | 149.48 |
| 2023-09-30 | $350k | 2.1k | 168.62 |
| 2023-06-30 | $260k | 1.7k | 157.35 |
| 2023-03-31 | $270k | 1.7k | 163.16 |
| 2022-12-31 | $297k | 1.7k | 179.49 |
| 2022-09-30 | $253k | 1.8k | 143.59 |
| 2022-06-30 | $259k | 1.8k | 144.94 |
| 2022-03-31 | $320k | 1.9k | 164.95 |
| 2021-12-31 | $286k | 2.4k | 117.21 |
| 2021-09-30 | $146k | 1.4k | 101.39 |
| 2021-06-30 | $102k | 978 | 104.29 |
| 2021-03-31 | $97k | 918 | 105.66 |
| 2020-12-31 | $86k | 1.0k | 84.23 |
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