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Chevron Corporation shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Chevron Corporation

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

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Quarterly reported holdings in Chevron Corporation by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 1.3k 155.28
2025-03-31 $244k 1.5k 167.29
2024-06-30 $258k 1.7k 156.42
2024-03-31 $223k 1.4k 157.74

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)

View all positions for Cherrydale Wealth Management

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Fisher Investments
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Franklin Resources
Ameriprise Financial
Invesco

View all funds holding Chevron Corporation