CHEVRON CORP · CUSIP 166764100 · CIK 869353
As of 2026-06-30, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 905.93K CVX (shares), valued at $150.17M, or 1.83% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 0.49%; reported value decreased 19.49%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.83% | 905,931 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 2.55% | 901,505 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 2.19% | 898,382 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 1.89% | 748,423 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 1.88% | 744,153 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 2.37% | 730,975 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 1.73% | 626,969 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 1.45% | 508,317 | SEC filing ↗Filed Nov 6, 2024Amended |
| Q2 2024 | 1.63% | 514,411 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 1.77% | 549,089 | SEC filing ↗Filed Apr 9, 2024 |
| Q4 2023 | 1.81% | 540,140 | SEC filing ↗Filed Jan 11, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.81% | 540,140 | $80.57M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 11, 2024 |
| Q1 2024 | 1.77% | 549,089 | $86.61M | Shares increased 1.66%; reported value increased 7.50%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2024 |
| Q2 2024 | 1.63% | 514,411 | $80.46M | Shares decreased 6.32%; reported value decreased 7.10%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 1.45% | 508,317 | $74.86M | Shares decreased 1.18%; reported value decreased 6.96%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 1.73% | 626,969 | $90.81M | Shares increased 23.34%; reported value increased 21.31%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.37% | 730,975 | $122.28M | Shares increased 16.59%; reported value increased 34.66%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 1.88% | 744,153 | $106.56M | Shares increased 1.80%; reported value decreased 12.86%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 1.89% | 748,423 | $116.22M | Shares increased 0.57%; reported value increased 9.07%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 2.19% | 898,382 | $136.92M | Shares increased 20.04%; reported value increased 17.81%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 2.55% | 901,505 | $186.52M | Shares increased 0.35%; reported value increased 36.22%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 1.83% | 905,931 | $150.17M | Shares increased 0.49%; reported value decreased 19.49%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.