BWM Planning »

Chevron Corporation shares owned by BWM Planning

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

Historical chart of BWM Planning investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chevron Corporation by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 11k 147.27

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
BlackRock
Berkshire Hathaway
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Fisher Investments
Northern Trust
Franklin Resources
Bank of New York Mellon

View all funds holding Chevron Corporation