GAM
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Grandview Asset Management’s Chevron CVX Stock Holding History

Grandview Asset Management’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 		$3.37M Buy
16,272
+670
+4% +$122K 0.99% 24
2025
Q4 		$2.38M Buy
15,602
+20
+0.1% +$3.05K 0.65% 31
2025
Q3 		$2.42M Sell
15,582
-181
-1% -$28K 0.68% 30
2025
Q2 		$2.26M Sell
15,763
-34
-0.2% -$4.79K 0.72% 30
2025
Q1 		$2.64M Buy
15,797
+539
+4% +$84.4K 1% 24
2024
Q4 		$2.21M Buy
+15,258
New +$2.34M 0.81% 29
2024
Q2 		– Sell
-14,728
Closed -$2.32M – 66
2024
Q1 		$2.32M Sell
14,728
-71
-0.5% -$10.7K 1.05% 20
2023
Q4 		$2.21M Sell
14,799
-137
-0.9% -$20.7K 1.16% 22
2023
Q3 		$2.52M Buy
+14,936
New +$2.41M 1.45% 15
2023
Q2 		– Sell
-15,297
Closed -$2.5M – 73
2023
Q1 		$2.5M Sell
15,297
-648
-4% -$109K 1.47% 13
2022
Q4 		$2.86M Sell
15,945
-675
-4% -$118K 1.78% 11
2022
Q3 		$2.39M Sell
16,620
-369
-2% -$56.3K 1.52% 14
2022
Q2 		$2.46M Sell
16,989
-1,487
-8% -$246K 1.38% 16
2022
Q1 		$3.01M Buy
18,476
+1,593
+9% +$228K 1.27% 17
2021
Q4 		$1.98M Buy
+16,883
New +$1.92M 0.8% 36
2021
Q3 		– Sell
-8,748
Closed -$916K – 77
2021
Q2 		$916K Buy
8,748
+2,359
+37% +$249K 0.5% 52
2021
Q1 		$669K Buy
6,389
+3,440
+117% +$336K 0.36% 67
2020
Q4 		$249K Buy
2,949
+112
+4% +$9.07K 0.16% 103
2020
Q3 		$204K Sell
2,837
-346
-11% -$29.1K 0.17% 90
2020
Q2 		$284K Buy
+3,183
New +$285K 0.25% 80
2020
Q1 		– Sell
-2,012
Closed -$244K – 29
2019
Q4 		$244K Sell
2,012
-935
-32% -$110K 0.23% 81
2019
Q3 		$342K Sell
2,947
-78
-3% -$9.47K 0.31% 80
2019
Q2 		$376K Buy
3,025
+835
+38% +$101K 0.35% 72
2019
Q1 		$270K Buy
2,190
+35
+2% +$4.14K 0.25% 82
2018
Q4 		$234K Buy
+2,155
New +$250K 0.25% 82

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

Grandview Asset Management's CVX Position: Q1 2026 in Review

Grandview Asset Management increased its Chevron (CVX) stake by 4.3% in Q1 2026, buying an estimated $122K and bringing the position to 16,272 shares worth $3.37M. The position accounts for 0.99% of the portfolio, ranked #24.

Grandview Asset Management first reported a position in CVX in Q4 2018 and has held it in 25 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Grandview Asset Management held 16,272 shares of Chevron worth $3.37M as of Q1 2026.
  • Grandview Asset Management bought 670 Chevron shares in Q1 2026, an estimated $122K.
  • Chevron made up 0.99% of Grandview Asset Management's portfolio in Q1 2026, its #24 holding.
  • Grandview Asset Management first reported a position in Chevron in Q4 2018 and has held it in 25 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.