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Freestone Grove Partners’s Chevron CVX Stock Holding History

Freestone Grove Partners’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 		$16.1M Buy
+77,811
New +$14.2M 0.11% 238
2025
Q4 		– Sell
-245,599
Closed -$38.1M – 773
2025
Q3 		$38.1M Buy
+245,599
New +$38M 0.28% 127

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

Freestone Grove Partners's CVX Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Chevron (CVX) in Q1 2026: 77,811 shares worth $16.1M. The stake represents 0.11% of the portfolio and ranks #238 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in CVX as recently as Q3 2025.

Freestone Grove Partners first reported a position in CVX in Q3 2025 and has held it in 2 quarters since. The position peaked at $38.1M in Q3 2025. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Freestone Grove Partners held 77,811 shares of Chevron worth $16.1M as of Q1 2026.
  • Chevron was a new Freestone Grove Partners position in Q1 2026.
  • Chevron made up 0.11% of Freestone Grove Partners's portfolio in Q1 2026, its #238 holding.
  • Freestone Grove Partners first reported a position in Chevron in Q3 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Chevron position peaked at $38.1M in Q3 2025.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.