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Chevron Corporation shares owned by Capstone Capital Wealth Advisors

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Capstone Capital Wealth Advisors from 13F filings

Historical chart of Capstone Capital Wealth Advisors investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Capstone Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $276k 1.7k 157.74
2023-12-31 $262k 1.8k 149.16

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Terran Orbital Corporation (LLAP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Microsoft Corporation (MSFT)
Las Vegas Sands (LVS)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Western Asset Managed Municipals Fnd (MMU)
Chevron Corporation (CVX)

View all positions for Capstone Capital Wealth Advisors

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