JFGIW
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Johnson Financial Group Inc (Wisconsin)’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.07M Sell
21,436
-5,613
-21% -$804K 0.14% 84
2025
Q1
$4.53M Buy
27,049
+734
+3% +$123K 0.22% 58
2024
Q4
$3.93M Buy
26,315
+4,718
+22% +$704K 0.19% 71
2024
Q3
$3.18M Buy
21,597
+812
+4% +$120K 0.15% 82
2024
Q2
$3.25M Buy
20,785
+3,985
+24% +$623K 0.16% 79
2024
Q1
$2.65M Buy
16,800
+3,325
+25% +$524K 0.14% 63
2023
Q4
$2.01M Buy
13,475
+5,061
+60% +$755K 0.11% 70
2023
Q3
$1.42M Buy
8,414
+841
+11% +$142K 0.1% 89
2023
Q2
$1.19M Sell
7,573
-181
-2% -$28.5K 0.08% 108
2023
Q1
$1.27M Buy
7,754
+743
+11% +$121K 0.09% 94
2022
Q4
$1.26M Buy
7,011
+163
+2% +$29.3K 0.1% 92
2022
Q3
$1.19M Sell
6,848
-2,240
-25% -$388K 0.11% 93
2022
Q2
$1.32M Sell
9,088
-738
-8% -$107K 0.09% 97
2022
Q1
$1.6M Sell
9,826
-1,880
-16% -$306K 0.11% 93
2021
Q4
$1.37M Sell
11,706
-565
-5% -$66.3K 0.09% 111
2021
Q3
$1.25M Sell
12,271
-5,455
-31% -$553K 0.08% 110
2021
Q2
$1.86M Sell
17,726
-220
-1% -$23K 0.12% 82
2021
Q1
$1.88M Sell
17,946
-394
-2% -$41.3K 0.13% 80
2020
Q4
$1.55M Buy
18,340
+1,250
+7% +$106K 0.13% 80
2020
Q3
$1.23M Sell
17,090
-2,461
-13% -$177K 0.13% 83
2020
Q2
$1.75M Sell
19,551
-5,837
-23% -$521K 0.19% 62
2020
Q1
$1.84M Buy
25,388
+1,069
+4% +$77.5K 0.22% 59
2019
Q4
$2.93M Sell
24,319
-13,408
-36% -$1.62M 0.26% 50
2019
Q3
$4.48M Buy
37,727
+1,354
+4% +$161K 0.41% 44
2019
Q2
$4.53M Buy
36,373
+1,660
+5% +$207K 0.4% 43
2019
Q1
$4.28M Buy
34,713
+114
+0.3% +$14K 0.38% 43
2018
Q4
$3.76M Sell
34,599
-918
-3% -$99.9K 0.39% 48
2018
Q3
$4.34M Buy
35,517
+634
+2% +$77.5K 0.44% 40
2018
Q2
$4.41M Sell
34,883
-1,311
-4% -$166K 0.48% 35
2018
Q1
$4.13M Buy
36,194
+5,245
+17% +$598K 0.49% 38
2017
Q4
$3.87M Sell
30,949
-1,184
-4% -$148K 0.47% 37
2017
Q3
$3.78M Sell
32,133
-12,334
-28% -$1.45M 0.5% 38
2017
Q2
$4.64M Sell
44,467
-13,958
-24% -$1.46M 0.67% 31
2017
Q1
$6.27M Sell
58,425
-3,831
-6% -$411K 0.79% 26
2016
Q4
$7.33M Sell
62,256
-972
-2% -$114K 1.01% 17
2016
Q3
$6.51M Buy
63,228
+3,749
+6% +$386K 0.87% 24
2016
Q2
$6.24M Buy
59,479
+8,579
+17% +$899K 0.86% 21
2016
Q1
$4.86M Buy
50,900
+10,974
+27% +$1.05M 0.97% 19
2015
Q4
$3.59M Buy
39,926
+4,184
+12% +$376K 0.75% 25
2015
Q3
$2.82M Sell
35,742
-492
-1% -$38.8K 0.62% 30
2015
Q2
$3.5M Buy
36,234
+3,406
+10% +$329K 0.72% 23
2015
Q1
$3.45M Buy
32,828
+2,518
+8% +$264K 0.74% 18
2014
Q4
$3.4M Sell
30,310
-1,576
-5% -$177K 0.79% 23
2014
Q3
$3.81M Buy
31,886
+210
+0.7% +$25.1K 0.99% 15
2014
Q2
$4.14M Buy
31,676
+1,913
+6% +$250K 1.09% 13
2014
Q1
$3.54M Sell
29,763
-12,723
-30% -$1.51M 1.03% 14
2013
Q4
$5.31M Sell
42,486
-390
-0.9% -$48.7K 1.54% 5
2013
Q3
$5.21M Buy
42,876
+2,695
+7% +$327K 1.58% 3
2013
Q2
$4.76M Buy
+40,181
New +$4.76M 1.32% 10