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Greenberg Financial Group’s Chevron CVX Stock Holding History

Greenberg Financial Group’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
Q4 		$1.74M Buy
+11,449
New +$1.74M 0.72% 28
2025
Q2 		$1.79M Sell
10,783
-490
-4% -$69.1K 0.66% 29
2025
Q1 		$2.33M Buy
+11,273
New +$1.76M 0.96% 20

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Greenberg Financial Group's CVX Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Chevron (CVX) in Q4 2025: 11,449 shares worth $1.74M. The stake represents 0.72% of the portfolio and ranks #28 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in CVX as recently as Q2 2025.

Greenberg Financial Group first reported a position in CVX in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.33M in Q1 2025. 3,969 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Greenberg Financial Group held 11,449 shares of Chevron worth $1.74M as of Q4 2025.
  • Chevron was a new Greenberg Financial Group position in Q4 2025.
  • Chevron made up 0.72% of Greenberg Financial Group's portfolio in Q4 2025, its #28 holding.
  • Greenberg Financial Group first reported a position in Chevron in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Chevron position peaked at $2.33M in Q1 2025.
  • 3,969 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.