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Greenspring Advisors’s Chevron CVX Stock Holding History

Greenspring Advisors’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
Q2 		$902K Sell
5,440
-55
-1% -$10.2K 0.05% 146
2026
Q1 		$1.14M Buy
5,495
+479
+10% +$87.3K 0.07% 116
2025
Q4 		$764K Buy
+5,016
New +$764K 0.05% 139
2023
Q2 		– Sell
-2,691
Closed -$439K – 85
2023
Q1 		$439K Sell
2,691
-2,235
-45% -$375K 0.1% 73
2022
Q4 		$884K Hold
4,926
– – 0.23% 47
2022
Q3 		$708K Buy
4,926
+269
+6% +$41K 0.22% 51
2022
Q2 		$675K Hold
4,657
– – 0.2% 50
2022
Q1 		$758K Hold
4,657
– – 0.2% 41
2021
Q4 		$547K Buy
+4,657
New +$529K 0.14% 54

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Greenspring Advisors's CVX Position: Q2 2026 in Review

Greenspring Advisors reduced its Chevron (CVX) stake by 1% in Q2 2026, selling an estimated $10.2K and leaving 5,440 shares worth $902K. The position accounts for 0.05% of the portfolio, ranked #146.

Greenspring Advisors first reported a position in CVX in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Greenspring Advisors held 5,440 shares of Chevron worth $902K as of Q2 2026.
  • Greenspring Advisors sold 55 Chevron shares in Q2 2026, an estimated $10.2K.
  • Chevron made up 0.05% of Greenspring Advisors's portfolio in Q2 2026, its #146 holding.
  • Greenspring Advisors first reported a position in Chevron in Q4 2021 and has held it in 9 quarters since.
  • Greenspring Advisors's Chevron position peaked at $1.14M in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.