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Greenfield Savings Bank’s Chevron CVX Stock Holding History

Greenfield Savings Bank’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
Q3 		$2.35M Buy
11,531
+164
+1% +$32.3K 0.89% 31
2026
Q2 		$1.88M Buy
11,367
+4
+0% +$745 0.71% 44
2026
Q1 		$2.35M Buy
11,363
+349
+3% +$63.6K 1% 31
2025
Q4 		$1.68M Sell
11,014
-759
-6% -$116K 0.71% 41
2025
Q3 		$1.83M Buy
11,773
+162
+1% +$25.1K 0.77% 37
2025
Q2 		$1.66M Buy
11,611
+68
+0.6% +$9.59K 0.75% 37
2025
Q1 		$1.93M Sell
11,543
-427
-4% -$66.8K 0.95% 31
2024
Q4 		$1.73M Sell
11,970
-156
-1% -$23.9K 0.83% 34
2024
Q3 		$1.79M Sell
12,126
-54
-0.4% -$8.04K 0.85% 31
2024
Q2 		$1.91M Buy
12,180
+93
+0.8% +$14.8K 0.98% 31
2024
Q1 		$1.91M Sell
12,087
-237
-2% -$35.8K 1% 29
2023
Q4 		$1.84M Hold
12,324
– – 1.06% 26
2023
Q3 		$2.08M Sell
12,324
-183
-1% -$29.6K 1.3% 20
2023
Q2 		$1.97M Sell
12,507
-97
-0.8% -$15.6K 1.33% 19
2023
Q1 		$2.06M Sell
12,604
-591
-4% -$99.1K 1.34% 20
2022
Q4 		$2.37M Buy
13,195
+25
+0.2% +$4.36K 1.57% 16
2022
Q3 		$1.89M Sell
13,170
-94
-0.7% -$14.3K 1.37% 19
2022
Q2 		$1.92M Buy
+13,264
New +$2.19M 1.29% 23

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Greenfield Savings Bank's CVX Position: Q3 2026 in Review

Greenfield Savings Bank increased its Chevron (CVX) stake by 1.4% in Q3 2026, buying an estimated $32.3K and bringing the position to 11,531 shares worth $2.35M. The position accounts for 0.89% of the portfolio, ranked #31.

Greenfield Savings Bank first reported a position in CVX in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.37M in Q4 2022. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Greenfield Savings Bank held 11,531 shares of Chevron worth $2.35M as of Q3 2026.
  • Greenfield Savings Bank bought 164 Chevron shares in Q3 2026, an estimated $32.3K.
  • Chevron made up 0.89% of Greenfield Savings Bank's portfolio in Q3 2026, its #31 holding.
  • Greenfield Savings Bank first reported a position in Chevron in Q2 2022 and has held it in 18 quarters since.
  • Greenfield Savings Bank's Chevron position peaked at $2.37M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.