Chevron Corporation shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $809k | 5.1k | 157.74 |
| 2023-12-31 | $783k | 5.2k | 149.16 |
| 2023-09-30 | $901k | 5.3k | 168.62 |
| 2023-06-30 | $828k | 5.3k | 157.35 |
| 2023-03-31 | $850k | 5.2k | 163.16 |
| 2022-12-31 | $929k | 5.2k | 179.49 |
| 2022-09-30 | $905k | 6.3k | 143.61 |
| 2022-06-30 | $901k | 6.2k | 144.69 |
| 2022-03-31 | $1.2M | 7.5k | 162.87 |
| 2021-12-31 | $2.0M | 16k | 123.18 |
| 2021-09-30 | $962k | 9.5k | 101.43 |
| 2021-06-30 | $968k | 9.2k | 104.74 |
| 2021-03-31 | $1.1M | 11k | 104.76 |
| 2020-12-31 | $1.1M | 13k | 84.43 |
| 2020-09-30 | $1.2M | 16k | 72.02 |
| 2020-06-30 | $1.4M | 16k | 89.26 |
| 2020-03-31 | $1.2M | 16k | 72.48 |
| 2019-12-31 | $1.9M | 16k | 120.50 |
| 2019-09-30 | $1.9M | 16k | 118.58 |
| 2019-06-30 | $2.0M | 16k | 124.44 |
| 2019-03-31 | $2.0M | 16k | 123.18 |
| 2018-12-31 | $1.8M | 16k | 108.76 |