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Willis Investment Counsel’s Chevron CVX Stock Holding History

Willis 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 		$16.6M Sell
99,877
-118
-0.1% -$22K 0.79% 56
2026
Q1 		$20.7M Hold
99,995
– – 1.13% 40
2025
Q4 		$15.2M Sell
99,995
-34
-0% -$5.18K 0.79% 59
2025
Q3 		$15.5M Buy
100,029
+18,742
+23% +$2.9M 0.85% 51
2025
Q2 		$11.6M Buy
81,287
+9,800
+14% +$1.38M 0.68% 59
2025
Q1 		$12M Sell
71,487
-125
-0.2% -$19.6K 0.8% 53
2024
Q4 		$10.4M Hold
71,612
– – 0.68% 60
2024
Q3 		$10.5M Sell
71,612
-134
-0.2% -$19.9K 0.69% 59
2024
Q2 		$11.2M Hold
71,746
– – 0.78% 56
2024
Q1 		$11.3M Hold
71,746
– – 0.78% 53
2023
Q4 		$10.7M Sell
71,746
-125
-0.2% -$18.9K 0.75% 55
2023
Q3 		$12.1M Buy
71,871
+300
+0.4% +$48.5K 0.92% 43
2023
Q2 		$11.3M Hold
71,571
– – 0.73% 57
2023
Q1 		$11.7M Buy
71,571
+20,800
+41% +$3.49M 0.76% 56
2022
Q4 		$9.11M Buy
50,771
+528
+1% +$92.1K 0.58% 63
2022
Q3 		$7.22M Sell
50,243
-6,391
-11% -$975K 0.52% 67
2022
Q2 		$8.2M Sell
56,634
-600
-1% -$99.2K 0.5% 68
2022
Q1 		$9.32M Buy
57,234
+8,906
+18% +$1.28M 0.49% 66
2021
Q4 		$5.67M Sell
48,328
-50,866
-51% -$5.78M 0.3% 74
2021
Q3 		$10.1M Sell
99,194
-16
-0% -$1.6K 0.58% 60
2021
Q2 		$10.4M Sell
99,210
-2,984
-3% -$315K 0.61% 58
2021
Q1 		$10.7M Sell
102,194
-700
-0.7% -$68.4K 0.65% 58
2020
Q4 		$8.69M Sell
102,894
-79,200
-43% -$6.41M 0.59% 59
2020
Q3 		$13.1M Hold
182,094
– – 1.17% 33
2020
Q2 		$16.2M Sell
182,094
-923
-0.5% -$82.6K 1.26% 33
2020
Q1 		$13.3M Sell
183,017
-1,990
-1% -$197K 1.1% 38
2019
Q4 		$22.3M Buy
185,007
+13
+0% +$1.53K 1.44% 36
2019
Q3 		$21.9M Buy
184,994
+18,941
+11% +$2.3M 1.47% 37
2019
Q2 		$20.7M Buy
166,053
+10,059
+6% +$1.22M 1.4% 37
2019
Q1 		$19.2M Sell
155,994
-3,175
-2% -$376K 1.32% 35
2018
Q4 		$17.3M Hold
159,169
– – 1.29% 35
2018
Q3 		$19.5M Buy
159,169
+6,400
+4% +$776K 1.34% 30
2018
Q2 		$19.3M Buy
152,769
+700
+0.5% +$86.9K 1.42% 20
2018
Q1 		$17.3M Buy
152,069
+1,700
+1% +$203K 1.34% 27
2017
Q4 		$18.8M Buy
150,369
+1,694
+1% +$201K 1.32% 24
2017
Q3 		$17.5M Buy
148,675
+4,100
+3% +$448K 1.26% 28
2017
Q2 		$15.1M Buy
144,575
+800
+0.6% +$84.8K 1.14% 41
2017
Q1 		$15.4M Sell
143,775
-10,100
-7% -$1.13M 1.16% 36
2016
Q4 		$18.1M Buy
153,875
+2,800
+2% +$305K 1.35% 29
2016
Q3 		$15.5M Buy
151,075
+41,000
+37% +$4.19M 1.24% 31
2016
Q2 		$11.5M Buy
110,075
+4,100
+4% +$412K 0.98% 40
2016
Q1 		$10.1M Buy
105,975
+800
+0.8% +$70K 0.89% 47
2015
Q4 		$9.46M Buy
105,175
+1,775
+2% +$160K 0.86% 42
2015
Q3 		$8.16M Sell
103,400
-10,500
-9% -$884K 0.8% 49
2015
Q2 		$11M Buy
113,900
+1,750
+2% +$184K 1.04% 31
2015
Q1 		$11.8M Buy
112,150
+2,500
+2% +$267K 1.09% 29
2014
Q4 		$12.3M Buy
109,650
+13,500
+14% +$1.53M 1.15% 28
2014
Q3 		$11.5M Sell
96,150
-22,800
-19% -$2.91M 1.21% 33
2014
Q2 		$15.5M Hold
118,950
– – 1.52% 25
2014
Q1 		$14.1M Hold
118,950
– – 1.43% 28
2013
Q4 		$14.9K Buy
118,950
+14,800
+14% +$1.79M 0.69% 27
2013
Q3 		$12.3M Hold
104,150
– – 1.41% 23
2013
Q2 		$12.3M Buy
+104,150
New +$12.6M 1.41% 23

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Willis Investment Counsel's CVX Position: Q2 2026 in Review

Willis Investment Counsel reduced its Chevron (CVX) stake by 0.12% in Q2 2026, selling an estimated $22K and leaving 99,877 shares worth $16.6M. The position accounts for 0.79% of the portfolio, ranked #56.

Willis Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.3M in Q4 2019. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Willis Investment Counsel held 99,877 shares of Chevron worth $16.6M as of Q2 2026.
  • Willis Investment Counsel sold 118 Chevron shares in Q2 2026, an estimated $22K.
  • Chevron made up 0.79% of Willis Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • Willis Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Willis Investment Counsel's Chevron position peaked at $22.3M in Q4 2019.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.