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Chevron Corporation shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Chevron Corporation

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All positions including Chevron Corporation held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 1.8k 160.22
2023-12-31 $102k 684 149.22
2023-09-30 $117k 695 168.58
2023-06-30 $113k 716 157.31
2022-12-31 $216k 1.2k 179.01

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Chevron Corporation

Vanguard Group
Berkshire Hathaway
Bank of America Corporation
Charles Schwab Investment Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Wells Fargo & Company
Bank of New York Mellon
Franklin Resources
Legal & General Group
State Farm Mutual Automobile Insurance Company
Dimensional Fund Advisors
T. Rowe Price Associates
Amundi
Susquehanna International

View all funds holding Chevron Corporation