Ownership history in StrongBox Wealth, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC reported a position in CHEVRON CORP NEW (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,730 | -1,750 | -4.9% | 1.69% | $5.1M | $150.93 |
| 2025 Q3 | ADDED | 35,480 | +2,178 | +6.5% | 1.86% | $5.5M | $152.09 |
| 2025 Q2 | ADDED | 33,302 | +1,740 | +5.5% | 1.81% | $4.8M | $138.69 |
| 2025 Q1 | REDUCED | 31,562 | -810 | -2.5% | 2.20% | $5.3M | $160.09 |
| 2024 Q4 | ADDED | 32,372 | +930 | +3.0% | 1.99% | $4.7M | $137.08 |
| 2024 Q3 | ADDED | 31,442 | +2,962 | +10.4% | 1.98% | $4.6M | $137.97 |
| 2024 Q2 | ADDED | 28,480 | +2,114 | +8.0% | 2.10% | $4.5M | $144.93 |
| 2024 Q1 | UNCHANGED | 26,366 | — | 0% | 2.29% | $3.9M | $144.69 |
| 2023 Q4 | ADDED | 26,366 | +2,550 | +10.7% | 2.29% | $3.9M | $135.34 |
| 2023 Q3 | ADDED | 23,816 | +1,261 | +5.6% | 2.56% | $4.0M | $151.41 |
As of 2025 Q4 — sorted by position size