Ownership history in VANTAGE WEALTH · 27 quarters on record
This page tracks every 13F SEC filing in which VANTAGE WEALTH 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 | 122,295 | -1,260 | -1.0% | 4.03% | $18.6M | $150.93 |
| 2025 Q3 | REDUCED | 123,555 | -1,945 | -1.5% | 4.17% | $19.2M | $152.09 |
| 2025 Q2 | ADDED | 125,500 | +635 | +0.5% | 4.07% | $18.0M | $138.69 |
| 2025 Q1 | REDUCED | 124,865 | -235 | -0.2% | 4.72% | $20.9M | $160.09 |
As of 2025 Q4 — sorted by position size