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Chevron Corporation shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Chevron Corporation

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

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Quarterly reported holdings in Chevron Corporation by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.4k 155.29

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Waterford Advisors

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Fisher Investments
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Franklin Resources
Ameriprise Financial
Invesco

View all funds holding Chevron Corporation