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Disclosery

Wills Financial Group, Inc.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wills Financial Group, Inc. on CVX, newest first. How the timeline and the estimate are built.

Wills Financial Group, Inc. held 39,871 CVX shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 39,871 shares
    Change vs previous 13F +1,867 shares

    2.49% of the 13F portfolio, value $5,774,925.

    13F-HR 0001525109-25-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 38,004 shares
    Change vs previous 13F +1,817 shares

    2.35% of the 13F portfolio, value $5,596,817.

    13F-HR 0001525109-24-000006 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 36,187 shares
    Change vs previous 13F +299 shares

    2.61% of the 13F portfolio, value $5,660,315.

    13F-HR 0001525109-24-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 35,888 shares
    Change vs previous 13F +2,125 shares

    2.67% of the 13F portfolio, value $5,661,016.

    13F-HR 0001525109-24-000002 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 33,763 shares
    Change vs previous 13F +4,023 shares

    2.54% of the 13F portfolio, value $5,036,050.

    13F-HR 0001525109-24-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 29,740 shares
    Change vs previous 13F +634 shares

    2.71% of the 13F portfolio, value $5,014,731.

    13F-HR 0001525109-23-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 29,106 shares
    Change vs previous 13F +1,151 shares

    2.32% of the 13F portfolio, value $4,579,901.

    13F-HR 0001525109-23-000004 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 27,955 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,561,067.

    13F-HR 0001525109-23-000003 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).