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Chevron Corporation shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Chevron Corporation

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All positions including Chevron Corporation held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $457k 3.0k 152.39
2025-09-30 $417k 2.7k 155.29
2025-06-30 $347k 2.4k 143.19
2024-12-31 $344k 2.4k 144.84

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J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Coordinated Financial Services

Top funds holding Chevron Corporation

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

View all funds holding Chevron Corporation