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Chevron Corporation shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Chevron Corporation

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All positions including Chevron Corporation held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 1.3k 206.98
2025-03-31 $275k 1.6k 167.27
2024-12-31 $215k 1.5k 144.89
2024-09-30 $255k 1.7k 147.27
2024-06-30 $402k 2.6k 156.44

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares U S Etf Tr Short Duration B (NEAR)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Wisdomtree Tr Floatng Rat Trea (USFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Optivise Advisory Services

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Norges Bank Investment Management
Fisher Investments
Northern Trust
Wells Fargo & Company
Ameriprise Financial
Invesco
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Chevron Corporation