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Chevron Corporation shares owned by Recurrent Investment Advisors

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Recurrent Investment Advisors from 13F filings

Historical chart of Recurrent Investment Advisors investment in Chevron Corporation

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All positions including Chevron Corporation held by Recurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Recurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 43k 155.29
2025-06-30 $3.0M 21k 143.19
2025-03-31 $3.5M 21k 167.29
2024-12-31 $3.1M 21k 144.84
2022-12-31 $5.9k 33 179.48
2022-06-30 $5.0k 33 151.52