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Chevron Corporation shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Chevron Corporation

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

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Quarterly reported holdings in Chevron Corporation by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 26k 147.27
2024-03-31 $3.6M 22k 165.82

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Ishares Tr Msci Eafe Etf (EFA)
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Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
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View all positions for Modern 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