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Johnson Financial Group LLC (Colorado)’s Chevron CVX Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$567K Buy
3,421
+2,207
+182% +$411K 0.03% 140
2026
Q1 		$251K Buy
+1,214
New +$221K 0.02% 154
2025
Q2 		– Sell
-1,812
Closed -$303K – 81
2025
Q1 		$303K Buy
+1,812
New +$284K 0.03% 69
2021
Q3 		– Sell
-3,501
Closed -$367K – 77
2021
Q2 		$367K Buy
3,501
+1,331
+61% +$141K 0.07% 59
2021
Q1 		$227K Buy
+2,170
New +$212K 0.05% 62
2020
Q2 		– Sell
-10,284
Closed -$745K – 27
2020
Q1 		$745K Sell
10,284
-15
-0.1% -$1.48K 0.57% 10
2019
Q4 		$1.24M Buy
10,299
+15
+0.1% +$1.77K 0.82% 10
2019
Q3 		$1.22M Sell
10,284
-15
-0.1% -$1.82K 0.84% 9
2019
Q2 		$1.28M Buy
+10,299
New +$1.25M 0.81% 9
2018
Q1 		$403K Buy
3,535
+579
+20% +$69.2K 0.33% 21
2017
Q4 		$370K Sell
2,956
-744
-20% -$88.2K 0.28% 37
2017
Q3 		$434K Buy
3,700
+101
+3% +$11K 0.36% 21
2017
Q2 		$375K Buy
3,599
+119
+3% +$12.6K 0.32% 23
2017
Q1 		$374K Sell
3,480
-2,563
-42% -$287K 0.43% 20
2016
Q4 		$711K Buy
+6,043
New +$658K 0.57% 24

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Johnson Financial Group LLC (Colorado)'s CVX Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Chevron (CVX) stake by 182% in Q2 2026, buying an estimated $411K and bringing the position to 3,421 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #140.

Johnson Financial Group LLC (Colorado) first reported a position in CVX in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 3,421 shares of Chevron worth $567K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 2,207 Chevron shares in Q2 2026, an estimated $411K.
  • Chevron made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #140 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Chevron in Q4 2016 and has held it in 15 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Chevron position peaked at $1.28M in Q2 2019.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.