Chevron Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Chevron Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $414k | 2.8k | 147.73 |
| 2024-06-30 | $449k | 2.8k | 157.75 |
| 2024-03-31 | $452k | 2.9k | 156.30 |
| 2023-12-31 | $408k | 2.9k | 142.49 |
| 2023-09-30 | $487k | 2.9k | 166.70 |
| 2023-06-30 | $452k | 2.9k | 157.19 |
| 2023-03-31 | $493k | 2.9k | 170.65 |
| 2022-12-31 | $522k | 2.9k | 180.86 |
| 2022-09-30 | $444k | 2.8k | 158.46 |
| 2022-06-30 | $450k | 2.8k | 160.71 |
| 2022-03-31 | $550k | 3.3k | 167.53 |
| 2021-12-31 | $341k | 2.7k | 124.95 |
| 2021-09-30 | $298k | 2.7k | 109.64 |
| 2021-06-30 | $264k | 2.7k | 98.84 |
| 2021-03-31 | $279k | 2.7k | 104.53 |
| 2020-12-31 | $253k | 2.7k | 94.83 |
| 2020-09-30 | $218k | 3.0k | 72.21 |
| 2020-06-30 | $310k | 3.5k | 89.70 |