Greenfield Seitz Capital Management’s Chevron CVX Stock Holding History

Greenfield Seitz Capital 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	$912K	Sell	4,410 -1,492	-25%	-$272K	0.28%	64
2025 Q4	$900K	Hold	5,902	–	–	0.3%	64
2025 Q3	$917K	Buy	5,902 +1,687	+40%	+$261K	0.3%	65
2025 Q2	$604K	Sell	4,215 -221	-5%	-$31.2K	0.21%	69
2025 Q1	$742K	Sell	4,436 -10	-0.2%	-$1.56K	0.28%	64
2024 Q4	$644K	Buy	4,446 +400	+10%	+$61.2K	0.25%	66
2024 Q3	$596K	Buy	4,046 +25	+0.6%	+$3.72K	0.22%	74
2024 Q2	$629K	Sell	4,021 -22	-0.5%	-$3.51K	0.23%	71
2024 Q1	$638K	Hold	4,043	–	–	0.24%	70
2023 Q4	$603K	Buy	+4,043	New	+$611K	0.24%	76

Other funds holding CVX

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Greenfield Seitz Capital Management's CVX Position: Q1 2026 in Review

Greenfield Seitz Capital Management reduced its Chevron (CVX) stake by 25% in Q1 2026, selling an estimated $272K and leaving 4,410 shares worth $912K. The position accounts for 0.28% of the portfolio, ranked #64.

Greenfield Seitz Capital Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $917K in Q3 2025. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Greenfield Seitz Capital Management held 4,410 shares of Chevron worth $912K as of Q1 2026.
Greenfield Seitz Capital Management sold 1,492 Chevron shares in Q1 2026, an estimated $272K.
Chevron made up 0.28% of Greenfield Seitz Capital Management's portfolio in Q1 2026, its #64 holding.
Greenfield Seitz Capital Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Greenfield Seitz Capital Management's Chevron position peaked at $917K in Q3 2025.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Greenfield Seitz Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.