Chevron Corporation shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Chevron Corporation by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $424k | 2.3k | 180.84 |
| 2025-09-30 | $356k | 2.3k | 152.12 |
| 2025-06-30 | $256k | 1.8k | 143.23 |
| 2025-03-31 | $385k | 2.3k | 167.27 |
| 2024-12-31 | $345k | 2.4k | 144.85 |
| 2024-09-30 | $215k | 1.5k | 147.23 |
More positions owned by Up Strategic Wealth Investment Advisors
View all positions for Up Strategic Wealth Investment Advisors