Chevron Corporation shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 70k | 149.16 |
| 2023-09-30 | $11M | 63k | 168.62 |
| 2023-06-30 | $5.2M | 33k | 157.35 |
| 2023-03-31 | $10M | 63k | 163.16 |
| 2022-12-31 | $20M | 117k | 171.00 |
| 2022-09-30 | $26M | 115k | 222.22 |
| 2022-03-31 | $12M | 109k | 111.11 |
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