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Willis Johnson & Associates’s Chevron CVX Stock Holding History

Willis Johnson & Associates’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
Q1 		$5.88M Sell
28,396
-2,584
-8% -$471K 0.34% 36
2025
Q4 		$4.72M Sell
30,980
-393
-1% -$59.9K 0.29% 38
2025
Q3 		$4.87M Buy
31,373
+8,889
+40% +$1.38M 0.3% 37
2025
Q2 		$3.22M Sell
22,484
-979
-4% -$138K 0.22% 45
2025
Q1 		$3.93M Sell
23,463
-3,558
-13% -$557K 0.3% 38
2024
Q4 		$3.91M Buy
27,021
+1,300
+5% +$199K 0.3% 38
2024
Q3 		$3.79M Buy
25,721
+2,743
+12% +$408K 0.29% 42
2024
Q2 		$3.59M Sell
22,978
-1,961
-8% -$313K 0.29% 40
2024
Q1 		$3.93M Sell
24,939
-772
-3% -$116K 0.34% 36
2023
Q4 		$3.84M Buy
25,711
+4,321
+20% +$654K 0.35% 37
2023
Q3 		$3.61M Buy
21,390
+1,397
+7% +$226K 0.37% 35
2023
Q2 		$3.15M Buy
19,993
+1,719
+9% +$276K 0.34% 37
2023
Q1 		$2.98M Buy
18,274
+1,524
+9% +$256K 0.35% 39
2022
Q4 		$3.01M Buy
16,750
+353
+2% +$61.6K 0.39% 38
2022
Q3 		$2.36M Sell
16,397
-103,673
-86% -$15.8M 0.34% 41
2022
Q2 		$17.4M Buy
120,070
+107,338
+843% +$17.7M 2.42% 12
2022
Q1 		$2.07M Sell
12,732
-2,112
-14% -$303K 0.27% 39
2021
Q4 		$1.74M Buy
14,844
+8,622
+139% +$979K 0.22% 39
2021
Q3 		$631K Sell
6,222
-622
-9% -$62K 0.09% 54
2021
Q2 		$717K Buy
6,844
+148
+2% +$15.6K 0.1% 49
2021
Q1 		$702K Sell
6,696
-1,972
-23% -$193K 0.11% 45
2020
Q4 		$732K Buy
+8,668
New +$702K 0.12% 43

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Willis Johnson & Associates's CVX Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Chevron (CVX) stake by 8.3% in Q1 2026, selling an estimated $471K and leaving 28,396 shares worth $5.88M. The position accounts for 0.34% of the portfolio, ranked #36.

Willis Johnson & Associates first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.4M in Q2 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Willis Johnson & Associates held 28,396 shares of Chevron worth $5.88M as of Q1 2026.
  • Willis Johnson & Associates sold 2,584 Chevron shares in Q1 2026, an estimated $471K.
  • Chevron made up 0.34% of Willis Johnson & Associates's portfolio in Q1 2026, its #36 holding.
  • Willis Johnson & Associates first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's Chevron position peaked at $17.4M in Q2 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.