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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
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

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 $336B AUM 34.66% 1-Year Est. Return

Greenwich Wealth Management's CVX Position: Q1 2026 in Review

Greenwich Wealth Management increased its Chevron (CVX) stake by 13% in Q1 2026, buying an estimated $64.4K and bringing the position to 3,139 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #179.

Greenwich Wealth Management first reported a position in CVX in Q4 2018 and has held it in 26 quarters since. The position peaked at $672K in Q4 2022. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Greenwich Wealth Management held 3,139 shares of Chevron worth $650K as of Q1 2026.
  • Greenwich Wealth Management bought 353 Chevron shares in Q1 2026, an estimated $64.4K.
  • Chevron made up 0.03% of Greenwich Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Greenwich Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 26 quarters since.
  • Greenwich Wealth Management's Chevron position peaked at $672K in Q4 2022.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.