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Chevron Corporation shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chevron Corporation by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $273k 1.3k 206.90

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Apple Stock (AAPL)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Avantis U.s. Equity Etf Etf (AVUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
State Street Spdr S&p 500 Etf Etf (SPY)

View all positions for Monument Group Wealth Advisors

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Berkshire Hathaway
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Fisher Investments
Northern Trust
Wells Fargo & Company
Ameriprise Financial
Invesco

View all funds holding Chevron Corporation