Chevron Corporation shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 2.9k | 155.29 |
| 2025-06-30 | $430k | 3.0k | 143.19 |
| 2025-03-31 | $496k | 3.0k | 167.29 |
| 2024-12-31 | $473k | 3.3k | 144.84 |
| 2024-09-30 | $596k | 4.0k | 147.27 |
| 2024-06-30 | $613k | 3.9k | 156.42 |
| 2024-03-31 | $591k | 3.7k | 157.72 |
| 2023-12-31 | $542k | 3.6k | 149.17 |
| 2023-09-30 | $651k | 3.9k | 168.62 |
| 2023-06-30 | $723k | 4.6k | 157.35 |
| 2023-03-31 | $671k | 4.1k | 163.16 |
| 2022-12-31 | $566k | 3.2k | 179.49 |
| 2022-09-30 | $467k | 3.3k | 143.56 |
| 2022-06-30 | $514k | 3.6k | 144.67 |
| 2022-03-31 | $975k | 6.0k | 162.88 |
| 2021-12-31 | $814k | 6.9k | 117.32 |
| 2021-09-30 | $625k | 6.2k | 101.48 |
| 2021-06-30 | $580k | 5.5k | 104.71 |
| 2021-03-31 | $580k | 5.5k | 104.79 |
| 2020-12-31 | $605k | 7.2k | 84.44 |
| 2020-09-30 | $685k | 9.5k | 71.99 |
| 2020-06-30 | $1.1M | 12k | 89.21 |
| 2020-03-31 | $1.3M | 18k | 72.46 |
| 2019-12-31 | $2.2M | 18k | 120.46 |
| 2019-09-30 | $2.1M | 18k | 118.58 |
| 2019-06-30 | $2.3M | 19k | 124.43 |
| 2019-03-31 | $1.6M | 13k | 123.13 |
| 2018-12-31 | $1.7M | 16k | 108.77 |
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