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Schaper Benz & Wise Investment Counsel’s Chevron CVX Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$19.3M Buy
116,569
+5,133
+5% +$955K 1.29% 25
2026
Q1 		$23.1M Sell
111,436
-64
-0.1% -$11.7K 1.76% 16
2025
Q4 		$17M Buy
111,500
+1,120
+1% +$171K 1.23% 32
2025
Q3 		$17.1M Buy
110,380
+62
+0.1% +$9.6K 1.28% 31
2025
Q2 		$15.8M Buy
110,318
+1,659
+2% +$234K 1.21% 31
2025
Q1 		$18.2M Buy
108,659
+1,291
+1% +$202K 1.48% 23
2024
Q4 		$15.6M Sell
107,368
-1,335
-1% -$204K 1.25% 30
2024
Q3 		$16M Buy
108,703
+4,663
+4% +$694K 1.28% 33
2024
Q2 		$16.3M Sell
104,040
-262
-0.3% -$41.8K 1.41% 30
2024
Q1 		$16.5M Buy
104,302
+1,289
+1% +$195K 1.37% 30
2023
Q4 		$15.4M Buy
103,013
+750
+0.7% +$113K 1.39% 31
2023
Q3 		$17.2M Buy
102,263
+1,315
+1% +$212K 1.7% 21
2023
Q2 		$15.9M Sell
100,948
-518
-0.5% -$83K 1.53% 26
2023
Q1 		$16.6M Buy
101,466
+65
+0.1% +$10.9K 1.67% 21
2022
Q4 		$18.2M Sell
101,401
-394
-0.4% -$68.8K 1.93% 17
2022
Q3 		$14.6M Buy
101,795
+409
+0.4% +$62.4K 1.69% 20
2022
Q2 		$14.7M Buy
101,386
+4,541
+5% +$751K 1.51% 25
2022
Q1 		$15.8M Buy
96,845
+6,524
+7% +$936K 1.36% 29
2021
Q4 		$10.6M Buy
90,321
+515
+0.6% +$58.5K 0.85% 47
2021
Q3 		$9.11M Buy
89,806
+14,427
+19% +$1.44M 0.82% 50
2021
Q2 		$7.89M Buy
75,379
+20,336
+37% +$2.15M 0.71% 51
2021
Q1 		$5.77M Buy
55,043
+3,268
+6% +$319K 0.56% 58
2020
Q4 		$4.37M Buy
51,775
+34,202
+195% +$2.77M 0.45% 60
2020
Q3 		$1.26M Buy
17,573
+6,469
+58% +$544K 0.15% 78
2020
Q2 		$991K Buy
11,104
+358
+3% +$32.1K 0.12% 84
2020
Q1 		$779K Buy
10,746
+8,395
+357% +$830K 0.11% 80
2019
Q4 		$283K Hold
2,351
– – 0.03% 99
2019
Q3 		$279K Hold
2,351
– – 0.03% 98
2019
Q2 		$293K Sell
2,351
-800
-25% -$96.7K 0.04% 95
2019
Q1 		$388K Hold
3,151
– – 0.05% 94
2018
Q4 		$343K Hold
3,151
– – 0.05% 90
2018
Q3 		$385K Hold
3,151
– – 0.05% 91
2018
Q2 		$398K Buy
3,151
+37
+1% +$4.59K 0.06% 92
2018
Q1 		$355K Buy
3,114
+750
+32% +$89.7K 0.05% 92
2017
Q4 		$296K Buy
2,364
+250
+12% +$29.6K 0.04% 97
2017
Q3 		$248K Buy
+2,114
New +$231K 0.04% 96
2016
Q4 		– Sell
-4,409
Closed -$454K – 96
2016
Q3 		$454K Hold
4,409
– – 0.08% 84
2016
Q2 		$462K Hold
4,409
– – 0.08% 82
2016
Q1 		$421K Sell
4,409
-232
-5% -$20.3K 0.08% 82
2015
Q4 		$418K Hold
4,641
– – 0.08% 82
2015
Q3 		$366K Sell
4,641
-117
-2% -$9.85K 0.07% 83
2015
Q2 		$459K Buy
4,758
+67
+1% +$7.04K 0.09% 81
2015
Q1 		$492K Hold
4,691
– – 0.1% 80
2014
Q4 		$526K Sell
4,691
-500
-10% -$56.8K 0.11% 81
2014
Q3 		$619K Hold
5,191
– – 0.13% 76
2014
Q2 		$678K Buy
5,191
+250
+5% +$31.1K 0.14% 74
2014
Q1 		$588K Hold
4,941
– – 0.13% 74
2013
Q4 		$617K Hold
4,941
– – 0.14% 72
2013
Q3 		$600K Hold
4,941
– – 0.14% 73
2013
Q2 		$585K Buy
+4,941
New +$597K 0.14% 72

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Schaper Benz & Wise Investment Counsel's CVX Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Chevron (CVX) stake by 4.6% in Q2 2026, buying an estimated $955K and bringing the position to 116,569 shares worth $19.3M. The position accounts for 1.29% of the portfolio, ranked #25.

Schaper Benz & Wise Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 50 quarters since. The position peaked at $23.1M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 116,569 shares of Chevron worth $19.3M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 5,133 Chevron shares in Q2 2026, an estimated $955K.
  • Chevron made up 1.29% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #25 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 50 quarters since.
  • Schaper Benz & Wise Investment Counsel's Chevron position peaked at $23.1M in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.