Cassaday & Co Wealth Management »

Chevron Corporation shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 15k 149.16
2023-09-30 $2.5M 15k 168.62
2023-06-30 $2.3M 15k 157.35
2023-03-31 $2.4M 15k 163.16
2022-12-31 $2.7M 15k 179.49

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

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
Franklin Resources
Bank of New York Mellon
Legal & General Group
State Farm Mutual Automobile Insurance Company
Dimensional Fund Advisors
T. Rowe Price Associates
Amundi
Royal Bank of Canada

View all funds holding Chevron Corporation