Chevron Corporation shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $293k | 2.0k | 147.27 |
| 2024-06-30 | $338k | 2.2k | 156.42 |
| 2024-03-31 | $325k | 2.1k | 157.74 |
| 2023-12-31 | $305k | 2.0k | 149.16 |
| 2023-09-30 | $376k | 2.2k | 168.62 |
| 2023-06-30 | $331k | 2.1k | 157.35 |
| 2023-03-31 | $323k | 2.0k | 163.16 |
| 2022-12-31 | $347k | 1.9k | 179.49 |
| 2022-09-30 | $235k | 1.6k | 143.63 |
| 2022-06-30 | $222k | 1.5k | 144.91 |
| 2022-03-31 | $253k | 1.5k | 163.44 |