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Chevron Corporation shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Chevron Corporation

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

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Quarterly reported holdings in Chevron Corporation by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 1.2k 206.96
2025-09-30 $222k 1.4k 155.25

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Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Series Trust State Street Spd (BIL)
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Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for National Wealth Management Group

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