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Chevron Corporation shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Chevron Corporation

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All positions including Chevron Corporation held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 650 147.27
2024-06-30 $102k 650 156.42
2024-03-31 $105k 665 157.74
2023-12-31 $93k 625 149.16
2023-09-30 $105k 625 168.62
2023-06-30 $98k 625 157.35

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

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