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Chevron Corporation shares owned by OakTrust Wealth Advisors

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

Historical chart of OakTrust Wealth Advisors investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chevron Corporation by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $293k 1.4k 206.90

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (BILS)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for OakTrust 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