Grant Street Asset Management’s Chevron CVX Stock Holding History

Grant Street 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
2025 Q2	–	Sell	-1,325	Closed	-$222K	–	85
2025 Q1	$222K	Buy	+1,325	New	+$207K	0.05%	70
2023 Q4	–	Sell	-1,281	Closed	-$216K	–	64
2023 Q3	$216K	Buy	1,281 +10	+0.8%	+$1.61K	0.09%	52
2023 Q2	$200K	Buy	1,271 +21	+2%	+$3.37K	0.08%	61
2023 Q1	$204K	Sell	1,250 -150	-11%	-$25.1K	0.08%	56
2022 Q4	$251K	Hold	1,400	–	–	0.11%	43
2022 Q3	$201K	Sell	1,400 -30	-2%	-$4.58K	0.09%	52
2022 Q2	$207	Buy	+1,430	New	+$236K	0.11%	50
2021 Q2	–	Sell	-1,390	Closed	-$146K	–	76
2021 Q1	$146K	Buy	1,390 +685	+97%	+$66.9K	0.08%	58
2020 Q4	$60K	Buy	+705	New	+$57.1K	0.03%	78

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grant Street Asset Management's CVX Position: Q2 2025 in Review

Grant Street Asset Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,325 shares — an estimated $222K sold.

Grant Street Asset Management first reported a position in CVX in Q4 2020 and held it in 9 quarters. The position peaked at $251K in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Grant Street Asset Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Grant Street Asset Management sold 1,325 Chevron shares in Q2 2025, an estimated $222K.
Grant Street Asset Management first reported a position in Chevron in Q4 2020 and held it in 9 quarters.
Grant Street Asset Management's Chevron position peaked at $251K in Q4 2022.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Grant Street Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.