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Ferguson Wellman Capital Management’s Chevron CVX Stock Holding History

Ferguson Wellman Capital Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150M Buy
905,931
+4,426
+0.5% +$824K 1.83% 13
2026
Q1 		$187M Buy
901,505
+3,123
+0.3% +$569K 2.55% 8
2025
Q4 		$137M Buy
898,382
+149,959
+20% +$22.8M 2.19% 12
2025
Q3 		$116M Buy
748,423
+4,270
+0.6% +$661K 1.89% 14
2025
Q2 		$107M Buy
744,153
+13,178
+2% +$1.86M 1.88% 16
2025
Q1 		$122M Buy
730,975
+104,006
+17% +$16.3M 2.37% 9
2024
Q4 		$90.8M Buy
626,969
+118,652
+23% +$18.2M 1.73% 17
2024
Q3 		$74.9M Sell
508,317
-6,094
-1% -$907K 1.45% 20
2024
Q2 		$80.5M Sell
514,411
-34,678
-6% -$5.53M 1.63% 15
2024
Q1 		$86.6M Buy
549,089
+8,949
+2% +$1.35M 1.77% 16
2023
Q4 		$80.6M Buy
540,140
+8,089
+2% +$1.22M 1.81% 14
2023
Q3 		$89.7M Sell
532,051
-5,477
-1% -$885K 2.2% 7
2023
Q2 		$84.6M Buy
537,528
+3,387
+0.6% +$543K 1.99% 9
2023
Q1 		$87.2M Buy
534,141
+7,020
+1% +$1.18M 2.19% 8
2022
Q4 		$94.6M Buy
527,121
+246,546
+88% +$43M 2.47% 10
2022
Q3 		$40.3M Buy
280,575
+3,351
+1% +$511K 1.58% 17
2022
Q2 		$40.1M Buy
277,224
+317
+0.1% +$52.4K 1.49% 16
2022
Q1 		$45.1M Sell
276,907
-4,434
-2% -$636K 1.42% 18
2021
Q4 		$33M Buy
281,341
+6,588
+2% +$748K 0.96% 34
2021
Q3 		$27.9M Buy
274,753
+590
+0.2% +$58.8K 0.9% 36
2021
Q2 		$28.7M Buy
274,163
+482
+0.2% +$50.9K 0.94% 32
2021
Q1 		$28.7M Sell
273,681
-197,846
-42% -$19.3M 1% 32
2020
Q4 		$39.8M Buy
471,527
+7,436
+2% +$602K 0.97% 28
2020
Q3 		$33.4M Buy
464,091
+12,544
+3% +$1.05M 0.92% 35
2020
Q2 		$40.3M Buy
451,547
+161
+0% +$14.4K 1.23% 25
2020
Q1 		$32.7M Sell
451,386
-107,671
-19% -$10.6M 1.23% 24
2019
Q4 		$67.4M Sell
559,057
-1,025
-0.2% -$121K 1.98% 9
2019
Q3 		$66.4M Sell
560,082
-1,468
-0.3% -$178K 2.12% 9
2019
Q2 		$69.9M Buy
561,550
+1,994
+0.4% +$241K 2.32% 6
2019
Q1 		$68.9M Sell
559,556
-5,008
-0.9% -$592K 2.34% 5
2018
Q4 		$61.4M Sell
564,564
-41
-0% -$4.75K 2.36% 6
2018
Q3 		$69M Buy
564,605
+484
+0.1% +$58.7K 2.27% 7
2018
Q2 		$71.3M Sell
564,121
-89,638
-14% -$11.1M 2.49% 5
2018
Q1 		$74.6M Sell
653,759
-3,139
-0.5% -$375K 2.65% 4
2017
Q4 		$82.2M Sell
656,898
-1,298
-0.2% -$154K 2.84% 2
2017
Q3 		$77.3M Sell
658,196
-1,906
-0.3% -$208K 2.79% 3
2017
Q2 		$68.9M Buy
660,102
+5,929
+0.9% +$628K 2.58% 3
2017
Q1 		$70.2M Buy
654,173
+15,277
+2% +$1.71M 2.7% 3
2016
Q4 		$75.2M Buy
638,896
+40,656
+7% +$4.43M 3.07% 2
2016
Q3 		$61.6M Sell
598,240
-11,490
-2% -$1.17M 2.63% 3
2016
Q2 		$63.9M Buy
609,730
+12,665
+2% +$1.27M 2.68% 2
2016
Q1 		$57M Buy
597,065
+14,896
+3% +$1.3M 2.42% 3
2015
Q4 		$52.4M Buy
582,169
+158,833
+38% +$14.3M 2.16% 3
2015
Q3 		$33.4M Buy
423,336
+32,664
+8% +$2.75M 1.48% 14
2015
Q2 		$37.7M Sell
390,672
-580
-0.1% -$60.9K 1.56% 11
2015
Q1 		$41.1M Buy
391,252
+12,249
+3% +$1.31M 1.69% 7
2014
Q4 		$42.5M Sell
379,003
-18,043
-5% -$2.05M 1.71% 9
2014
Q3 		$47.4M Sell
397,046
-95,924
-19% -$12.2M 2.02% 3
2014
Q2 		$64.4M Buy
492,970
+3,888
+0.8% +$484K 2.72% 1
2014
Q1 		$58.2M Sell
489,082
-30,435
-6% -$3.54M 2.59% 1
2013
Q4 		$64.9M Sell
519,517
-890
-0.2% -$108K 2.93% 1
2013
Q3 		$63.2M Buy
520,407
+146,546
+39% +$18M 3.14% 1
2013
Q2 		$44.2M Buy
+373,861
New +$45.2M 3.41% 1

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Ferguson Wellman Capital Management's CVX Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Chevron (CVX) stake by 0.49% in Q2 2026, buying an estimated $824K and bringing the position to 905,931 shares worth $150M. The position accounts for 1.83% of the portfolio, ranked #13.

Ferguson Wellman Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $187M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ferguson Wellman Capital Management held 905,931 shares of Chevron worth $150M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 4,426 Chevron shares in Q2 2026, an estimated $824K.
  • Chevron made up 1.83% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #13 holding.
  • Ferguson Wellman Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Chevron position peaked at $187M in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.