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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Greenspring Advisors's CVX Position: Q1 2026 in Review

Greenspring Advisors increased its Chevron (CVX) stake by 9.5% in Q1 2026, buying an estimated $87.3K and bringing the position to 5,495 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #116.

Greenspring Advisors first reported a position in CVX in Q4 2021 and has held it in 8 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Greenspring Advisors held 5,495 shares of Chevron worth $1.14M as of Q1 2026.
  • Greenspring Advisors bought 479 Chevron shares in Q1 2026, an estimated $87.3K.
  • Chevron made up 0.07% of Greenspring Advisors's portfolio in Q1 2026, its #116 holding.
  • Greenspring Advisors first reported a position in Chevron in Q4 2021 and has held it in 8 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.