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Chevron Corporation shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2k 20 157.75

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple Stock (AAPL)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard Small Cap Value Etf Etf (VBR)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Dougherty Wealth Advisers

Top funds holding Chevron Corporation

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Management
Northern Trust
Wells Fargo & Company
Fisher Investments
Franklin Resources
Bank of New York Mellon
State Farm Mutual Automobile Insurance Company
Legal & General Group
Dimensional Fund Advisors

View all funds holding Chevron Corporation