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Greenwood Capital Associates’s Chevron CVX Stock Holding History

Greenwood Capital Associates’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 		$2.39M Buy
14,430
+447
+3% +$83.2K 0.23% 101
2026
Q1 		$2.89M Sell
13,983
-600
-4% -$109K 0.32% 88
2025
Q4 		$2.22M Buy
14,583
+833
+6% +$127K 0.24% 95
2025
Q3 		$2.14M Buy
13,750
+3
+0% +$465 0.25% 91
2025
Q2 		$1.97M Sell
13,747
-1,724
-11% -$243K 0.24% 93
2025
Q1 		$2.59M Buy
15,471
+959
+7% +$150K 0.35% 84
2024
Q4 		$2.1M Sell
14,512
-537
-4% -$82.2K 0.27% 84
2024
Q3 		$2.22M Sell
15,049
-4,325
-22% -$644K 0.29% 81
2024
Q2 		$3.03M Sell
19,374
-295
-1% -$47K 0.4% 75
2024
Q1 		$3.1M Sell
19,669
-260
-1% -$39.2K 0.41% 71
2023
Q4 		$2.97M Buy
19,929
+1,046
+6% +$158K 0.39% 76
2023
Q3 		$3.18M Buy
18,883
+1,587
+9% +$256K 0.46% 72
2023
Q2 		$2.72M Buy
17,296
+228
+1% +$36.6K 0.38% 70
2023
Q1 		$2.78M Buy
17,068
+2,739
+19% +$459K 0.4% 72
2022
Q4 		$2.57M Sell
14,329
-2,848
-17% -$497K 0.42% 62
2022
Q3 		$2.47M Buy
17,177
+562
+3% +$85.7K 0.42% 62
2022
Q2 		$2.4M Buy
16,615
+16,280
+4,860% +$2.69M 0.39% 66
2022
Q1 		$55K Sell
335
-11,790
-97% -$1.69M 0.01% 170
2021
Q4 		$1.42M Buy
12,125
+4,588
+61% +$521K 0.2% 94
2021
Q3 		$765K Buy
7,537
+844
+13% +$84.2K 0.12% 140
2021
Q2 		$701K Buy
6,693
+1,467
+28% +$155K 0.11% 152
2021
Q1 		$548K Buy
+5,226
New +$510K 0.09% 169
2014
Q1 		– Sell
-14,030
Closed -$1.75M – 136
2013
Q4 		$1.75M Sell
14,030
-926
-6% -$112K 0.54% 77
2013
Q3 		$1.82M Sell
14,956
-1,995
-12% -$245K 0.64% 71
2013
Q2 		$2.01M Buy
+16,951
New +$2.05M 0.87% 58

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Greenwood Capital Associates's CVX Position: Q2 2026 in Review

Greenwood Capital Associates increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $83.2K and bringing the position to 14,430 shares worth $2.39M. The position accounts for 0.23% of the portfolio, ranked #101.

Greenwood Capital Associates first reported a position in CVX in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.18M in Q3 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Greenwood Capital Associates held 14,430 shares of Chevron worth $2.39M as of Q2 2026.
  • Greenwood Capital Associates bought 447 Chevron shares in Q2 2026, an estimated $83.2K.
  • Chevron made up 0.23% of Greenwood Capital Associates's portfolio in Q2 2026, its #101 holding.
  • Greenwood Capital Associates first reported a position in Chevron in Q2 2013 and has held it in 25 quarters since.
  • Greenwood Capital Associates's Chevron position peaked at $3.18M in Q3 2023.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.