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 Q2	–	Sell	-77,811	Closed	-$16.1M	–	1095
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Freestone Grove Partners's CVX Position: Q2 2026 in Review

Freestone Grove Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 77,811 shares — an estimated $16.1M sold.

Freestone Grove Partners first reported a position in CVX in Q3 2025 and held it in 2 quarters. The position peaked at $38.1M in Q3 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Freestone Grove Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 77,811 Chevron shares in Q2 2026, an estimated $16.1M.
Freestone Grove Partners first reported a position in Chevron in Q3 2025 and held it in 2 quarters.
Freestone Grove Partners's Chevron position peaked at $38.1M in Q3 2025.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.