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Chevron Corporation shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Chevron Corporation

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All positions including Chevron Corporation held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $491k 3.1k 156.42

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View all positions for Heritage Oak Wealth Advisors

Top funds holding Chevron Corporation

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

View all funds holding Chevron Corporation