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Chevron Corporation shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chevron Corporation by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $242k 1.5k 158.96

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade 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