Chevron Corporation shares owned by Plan Group Financial
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 24k | 155.29 |
| 2025-06-30 | $2.9M | 20k | 143.19 |
| 2025-03-31 | $3.0M | 18k | 167.29 |
| 2024-12-31 | $1.3M | 9.3k | 144.85 |
| 2024-09-30 | $1.3M | 8.5k | 147.27 |
| 2024-06-30 | $1.1M | 6.8k | 156.42 |
| 2024-03-31 | $630k | 4.0k | 157.72 |
| 2023-12-31 | $407k | 2.7k | 149.14 |
| 2023-09-30 | $761k | 4.5k | 168.62 |
| 2023-06-30 | $876k | 5.5k | 158.57 |
| 2022-06-30 | $352k | 2.4k | 144.84 |