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Greenwich Wealth Management’s Chevron CVX Stock Holding History

Greenwich Wealth 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
Q2 		$495K Sell
2,987
-152
-5% -$28.3K 0.02% 208
2026
Q1 		$650K Buy
3,139
+353
+13% +$64.4K 0.03% 179
2025
Q4 		$425K Buy
2,786
+400
+17% +$60.9K 0.02% 208
2025
Q3 		$371K Sell
2,386
-268
-10% -$41.5K 0.02% 216
2025
Q2 		$380K Sell
2,654
-64
-2% -$9.02K 0.02% 195
2025
Q1 		$455K Sell
2,718
-653
-19% -$102K 0.03% 168
2024
Q4 		$488K Buy
3,371
+585
+21% +$89.5K 0.03% 170
2024
Q3 		$410K Sell
2,786
-80
-3% -$11.9K 0.03% 183
2024
Q2 		$448K Sell
2,866
-114
-4% -$18.2K 0.03% 169
2024
Q1 		$470K Sell
2,980
-258
-8% -$38.9K 0.04% 167
2023
Q4 		$483K Sell
3,238
-650
-17% -$98.3K 0.05% 160
2023
Q3 		$656K Buy
3,888
+147
+4% +$23.7K 0.07% 136
2023
Q2 		$589K Sell
3,741
-3
-0.1% -$481 0.06% 143
2023
Q1 		$611K Buy
3,744
+1
+0% +$168 0.07% 146
2022
Q4 		$672K Sell
3,743
-171
-4% -$29.8K 0.07% 134
2022
Q3 		$562K Buy
3,914
+343
+10% +$52.3K 0.06% 145
2022
Q2 		$517K Sell
3,571
-184
-5% -$30.4K 0.07% 156
2022
Q1 		$611K Sell
3,755
-266
-7% -$38.1K 0.06% 145
2021
Q4 		$472K Buy
4,021
+528
+15% +$60K 0.04% 169
2021
Q3 		$354K Buy
3,493
+431
+14% +$43K 0.03% 181
2021
Q2 		$321K Buy
3,062
+578
+23% +$61K 0.03% 176
2021
Q1 		$260K Sell
2,484
-106
-4% -$10.3K 0.02% 178
2020
Q4 		$219K Sell
2,590
-316
-11% -$25.6K 0.02% 179
2020
Q3 		$209K Buy
2,906
+26
+0.9% +$2.19K 0.04% 173
2020
Q2 		$257K Sell
2,880
-252
-8% -$22.6K 0.05% 153
2020
Q1 		$227K Buy
+3,132
New +$309K 0.05% 152
2019
Q1 		– Sell
-1,954
Closed -$213K – 193
2018
Q4 		$213K Buy
+1,954
New +$226K 0.04% 167

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Greenwich Wealth Management's CVX Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Chevron (CVX) stake by 4.8% in Q2 2026, selling an estimated $28.3K and leaving 2,987 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #208.

Greenwich Wealth Management first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. The position peaked at $672K in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Greenwich Wealth Management held 2,987 shares of Chevron worth $495K as of Q2 2026.
  • Greenwich Wealth Management sold 152 Chevron shares in Q2 2026, an estimated $28.3K.
  • Chevron made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Greenwich Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
  • Greenwich Wealth Management's Chevron position peaked at $672K in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.