Chevron Corporation shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $196k | 1.4k | 144.86 |
| 2024-09-30 | $186k | 1.3k | 147.22 |
| 2024-06-30 | $201k | 1.3k | 156.47 |
| 2024-03-31 | $199k | 1.3k | 157.77 |
| 2023-09-30 | $194k | 1.2k | 168.59 |
| 2023-06-30 | $137k | 871 | 157.39 |
| 2023-03-31 | $148k | 910 | 163.13 |
| 2022-12-31 | $67k | 373 | 179.51 |
| 2022-09-30 | $53k | 371 | 143.65 |
| 2022-06-30 | $53k | 369 | 144.69 |
| 2022-03-31 | $60k | 367 | 162.73 |