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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

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

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Quarterly 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