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Disclosery

Wills Financial Group LLC: CVX position timeline

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

Wills Financial Group LLC held 41,517 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,517 shares
    Change vs previous 13F +247 shares

    2.5% of the 13F portfolio, value $6,881,937.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 41,270 shares
    Change vs previous 13F -562 shares

    2.89% of the 13F portfolio, value $7,676,294.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 41,832 shares
    Change vs previous 13F +2,675 shares

    2.44% of the 13F portfolio, value $6,375,584.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,157 shares
    Change vs previous 13F -274 shares

    2.49% of the 13F portfolio, value $6,080,669.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,431 shares
    Change vs previous 13F -846 shares

    2.45% of the 13F portfolio, value $5,646,145.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 40,277 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $6,737,966.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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