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Chevron Corporation shares owned by Prism Planning Partners

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Prism Planning Partners from 13F filings

Historical chart of Prism Planning Partners investment in Chevron Corporation

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All positions including Chevron Corporation held by Prism Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Prism Planning Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $136k 659 206.90

More positions owned by Prism Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Dimensional Etf Trust Us Equity Market (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)

View all positions for Prism Planning Partners

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