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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
2024-03-31 $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)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree 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
Bank of New York Mellon
Franklin Resources
Legal & General Group
State Farm Mutual Automobile Insurance Company
Dimensional Fund Advisors
T. Rowe Price Associates
Amundi
Susquehanna International

View all funds holding Chevron Corporation