Chevron Corporation shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $759k | 5.2k | 144.83 |
| 2024-09-30 | $810k | 5.5k | 147.28 |
| 2024-06-30 | $1.4M | 9.1k | 156.42 |
| 2024-03-31 | $1.3M | 8.0k | 157.75 |
| 2023-12-31 | $510k | 3.4k | 149.16 |
| 2023-09-30 | $620k | 3.7k | 168.61 |
| 2023-06-30 | $445k | 2.8k | 157.35 |
| 2023-03-31 | $462k | 2.8k | 163.16 |
| 2022-12-31 | $508k | 2.8k | 179.49 |
| 2022-09-30 | $407k | 2.8k | 143.82 |
| 2022-06-30 | $409k | 2.8k | 144.63 |
| 2022-03-31 | $460k | 2.8k | 162.83 |
| 2021-12-31 | $259k | 2.2k | 117.46 |
| 2021-06-30 | $207k | 2.0k | 104.97 |