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Chevron Corporation shares owned by Safir Wealth Advisors

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

Historical chart of Safir Wealth Advisors investment in Chevron Corporation

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

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Quarterly reported holdings in Chevron Corporation by Safir Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 1.2k 206.90
2022-12-31 $220k 1.2k 179.49
2022-03-31 $211k 1.3k 162.56
2020-12-31 $68k 800 85.00

More positions owned by Safir Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
PrimeEnergy Corporation (PNRG)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)

View all positions for Safir 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