Chevron Corporation shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Chevron Corporation
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All positions including Chevron Corporation held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $979k | 6.3k | 155.29 |
| 2025-06-30 | $876k | 6.1k | 143.19 |
| 2025-03-31 | $1.0M | 6.1k | 167.29 |
| 2024-12-31 | $994k | 6.3k | 158.33 |
| 2024-09-30 | $776k | 5.2k | 148.75 |
| 2024-06-30 | $651k | 4.3k | 152.98 |
| 2024-03-31 | $561k | 3.6k | 157.59 |
| 2023-09-30 | $600k | 3.6k | 165.40 |
| 2023-06-30 | $592k | 3.8k | 157.35 |
| 2023-03-31 | $650k | 3.8k | 169.04 |
| 2022-12-31 | $660k | 3.8k | 173.99 |
| 2022-09-30 | $436k | 2.7k | 161.48 |
| 2022-06-30 | $401k | 2.8k | 142.70 |
| 2022-03-31 | $443k | 2.7k | 164.07 |
| 2021-12-31 | $331k | 2.8k | 119.28 |
| 2021-09-30 | $340k | 3.4k | 101.31 |