Johnson Financial Group Inc (Wisconsin)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.15M | Buy |
24,911
+289
| +1% | +$52.7K | 0.19% | 62 |
|
|
2025
Q4 | $3.75M | Sell |
24,622
-246
| -1% | -$37.5K | 0.14% | 81 |
|
|
2025
Q3 | $3.86M | Buy |
24,868
+3,432
| +16% | +$532K | 0.14% | 80 |
|
|
2025
Q2 | $3.07M | Sell |
21,436
-5,613
| -21% | -$791K | 0.14% | 84 |
|
|
2025
Q1 | $4.53M | Buy |
27,049
+734
| +3% | +$115K | 0.22% | 58 |
|
|
2024
Q4 | $3.93M | Buy |
26,315
+4,718
| +22% | +$722K | 0.19% | 71 |
|
|
2024
Q3 | $3.18M | Buy |
21,597
+812
| +4% | +$121K | 0.15% | 82 |
|
|
2024
Q2 | $3.25M | Buy |
20,785
+3,985
| +24% | +$635K | 0.16% | 79 |
|
|
2024
Q1 | $2.65M | Buy |
16,800
+3,325
| +25% | +$502K | 0.14% | 63 |
|
|
2023
Q4 | $2.01M | Buy |
13,475
+5,061
| +60% | +$765K | 0.11% | 70 |
|
|
2023
Q3 | $1.42M | Buy |
8,414
+841
| +11% | +$136K | 0.1% | 89 |
|
|
2023
Q2 | $1.19M | Sell |
7,573
-181
| -2% | -$29K | 0.08% | 108 |
|
|
2023
Q1 | $1.27M | Buy |
7,754
+743
| +11% | +$125K | 0.09% | 94 |
|
|
2022
Q4 | $1.26M | Buy |
7,011
+163
| +2% | +$28.4K | 0.1% | 92 |
|
|
2022
Q3 | $1.19M | Sell |
6,848
-2,240
| -25% | -$342K | 0.11% | 93 |
|
|
2022
Q2 | $1.32M | Sell |
9,088
-738
| -8% | -$122K | 0.09% | 97 |
|
|
2022
Q1 | $1.6M | Sell |
9,826
-1,880
| -16% | -$270K | 0.11% | 93 |
|
|
2021
Q4 | $1.37M | Sell |
11,706
-565
| -5% | -$64.2K | 0.09% | 111 |
|
|
2021
Q3 | $1.25M | Sell |
12,271
-5,455
| -31% | -$544K | 0.08% | 110 |
|
|
2021
Q2 | $1.86M | Sell |
17,726
-220
| -1% | -$23.2K | 0.12% | 82 |
|
|
2021
Q1 | $1.88M | Sell |
17,946
-394
| -2% | -$38.5K | 0.13% | 80 |
|
|
2020
Q4 | $1.55M | Buy |
18,340
+1,250
| +7% | +$101K | 0.13% | 80 |
|
|
2020
Q3 | $1.23M | Sell |
17,090
-2,461
| -13% | -$207K | 0.13% | 83 |
|
|
2020
Q2 | $1.75M | Sell |
19,551
-5,837
| -23% | -$523K | 0.19% | 62 |
|
|
2020
Q1 | $1.84M | Buy |
25,388
+1,069
| +4% | +$106K | 0.22% | 59 |
|
|
2019
Q4 | $2.93M | Sell |
24,319
-13,408
| -36% | -$1.58M | 0.26% | 50 |
|
|
2019
Q3 | $4.47M | Buy |
37,727
+1,354
| +4% | +$164K | 0.41% | 44 |
|
|
2019
Q2 | $4.53M | Buy |
36,373
+1,660
| +5% | +$201K | 0.4% | 43 |
|
|
2019
Q1 | $4.28M | Buy |
34,713
+114
| +0.3% | +$13.5K | 0.38% | 43 |
|
|
2018
Q4 | $3.76M | Sell |
34,599
-918
| -3% | -$106K | 0.39% | 48 |
|
|
2018
Q3 | $4.34M | Buy |
35,517
+634
| +2% | +$76.9K | 0.44% | 40 |
|
|
2018
Q2 | $4.41M | Sell |
34,883
-1,311
| -4% | -$163K | 0.48% | 35 |
|
|
2018
Q1 | $4.13M | Buy |
36,194
+5,245
| +17% | +$627K | 0.49% | 38 |
|
|
2017
Q4 | $3.87M | Sell |
30,949
-1,184
| -4% | -$140K | 0.47% | 37 |
|
|
2017
Q3 | $3.78M | Sell |
32,133
-12,334
| -28% | -$1.35M | 0.5% | 38 |
|
|
2017
Q2 | $4.64M | Sell |
44,467
-13,958
| -24% | -$1.48M | 0.67% | 31 |
|
|
2017
Q1 | $6.27M | Sell |
58,425
-3,831
| -6% | -$430K | 0.79% | 26 |
|
|
2016
Q4 | $7.33M | Sell |
62,256
-972
| -2% | -$106K | 1.01% | 17 |
|
|
2016
Q3 | $6.51M | Buy |
63,228
+3,749
| +6% | +$383K | 0.87% | 24 |
|
|
2016
Q2 | $6.24M | Buy |
59,479
+8,579
| +17% | +$863K | 0.86% | 21 |
|
|
2016
Q1 | $4.86M | Buy |
50,900
+10,974
| +27% | +$960K | 0.97% | 19 |
|
|
2015
Q4 | $3.59M | Buy |
39,926
+4,184
| +12% | +$377K | 0.75% | 25 |
|
|
2015
Q3 | $2.82M | Sell |
35,742
-492
| -1% | -$41.4K | 0.62% | 30 |
|
|
2015
Q2 | $3.5M | Buy |
36,234
+3,406
| +10% | +$358K | 0.72% | 23 |
|
|
2015
Q1 | $3.45M | Buy |
32,828
+2,518
| +8% | +$269K | 0.74% | 18 |
|
|
2014
Q4 | $3.4M | Sell |
30,310
-1,576
| -5% | -$179K | 0.79% | 23 |
|
|
2014
Q3 | $3.81M | Buy |
31,886
+210
| +0.7% | +$26.8K | 0.99% | 15 |
|
|
2014
Q2 | $4.14M | Buy |
31,676
+1,913
| +6% | +$238K | 1.09% | 13 |
|
|
2014
Q1 | $3.54M | Sell |
29,763
-12,723
| -30% | -$1.48M | 1.03% | 14 |
|
|
2013
Q4 | $5.31M | Sell |
42,486
-390
| -0.9% | -$47.1K | 1.54% | 5 |
|
|
2013
Q3 | $5.21M | Buy |
42,876
+2,695
| +7% | +$331K | 1.58% | 3 |
|
|
2013
Q2 | $4.75M | Buy |
+40,181
| New | +$4.86M | 1.32% | 10 |
|
Other funds holding CVX
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s CVX Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) increased its Chevron (CVX) stake by 1.2% in Q1 2026, buying an estimated $52.7K and bringing the position to 24,911 shares worth $5.15M. The position accounts for 0.19% of the portfolio, ranked #62.
Johnson Financial Group Inc (Wisconsin) first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.33M in Q4 2016. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 24,911 shares of Chevron worth $5.15M as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) bought 289 Chevron shares in Q1 2026, an estimated $52.7K.
- Chevron made up 0.19% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #62 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Chevron position peaked at $7.33M in Q4 2016.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.