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Greystone Financial Group’s Chevron CVX Stock Holding History

Greystone Financial Group’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 		$5.65M Sell
34,074
-14,791
-30% -$2.75M 1.58% 31
2026
Q1 		$10.1M Sell
48,865
-29,882
-38% -$5.45M 2.86% 6
2025
Q4 		$12M Sell
78,747
-667
-0.8% -$102K 1.87% 21
2025
Q3 		$12.3M Sell
79,414
-499
-0.6% -$77.3K 1.91% 21
2025
Q2 		$11.4M Buy
79,913
+19,436
+32% +$2.74M 1.88% 22
2025
Q1 		$10.1M Buy
60,477
+4,192
+7% +$656K 1.84% 21
2024
Q4 		$8.15M Buy
56,285
+1,609
+3% +$246K 1.42% 28
2024
Q3 		$8.05M Buy
54,676
+1,348
+3% +$201K 1.44% 27
2024
Q2 		$8.34M Buy
53,328
+6,722
+14% +$1.07M 1.63% 26
2024
Q1 		$7.35M Buy
46,606
+10,536
+29% +$1.59M 1.47% 31
2023
Q4 		$5.38M Buy
36,070
+12,347
+52% +$1.87M 1.25% 39
2023
Q3 		$4M Buy
+23,723
New +$3.83M 1% 41
2022
Q4 		– Sell
-24,803
Closed -$3.56M – 73
2022
Q3 		$3.56M Sell
24,803
-20,718
-46% -$3.16M 1.21% 34
2022
Q2 		$6.59M Sell
45,521
-55,681
-55% -$9.2M 2.05% 31
2022
Q1 		$16.5M Buy
101,202
+37,461
+59% +$5.37M 4.16% 2
2021
Q4 		$7.48M Buy
63,741
+5,573
+10% +$633K 1.79% 30
2021
Q3 		$5.9M Sell
58,168
-10,314
-15% -$1.03M 1.75% 16
2021
Q2 		$7.17M Buy
68,482
+191
+0.3% +$20.2K 1.78% 21
2021
Q1 		$7.29M Buy
+68,291
New +$6.67M 1.83% 17

Other funds holding CVX

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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Greystone Financial Group's CVX Position: Q2 2026 in Review

Greystone Financial Group reduced its Chevron (CVX) stake by 30% in Q2 2026, selling an estimated $2.75M and leaving 34,074 shares worth $5.65M. The position accounts for 1.58% of the portfolio, ranked #31.

Greystone Financial Group first reported a position in CVX in Q1 2021 and has held it in 19 quarters since. The position peaked at $16.5M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Greystone Financial Group held 34,074 shares of Chevron worth $5.65M as of Q2 2026.
  • Greystone Financial Group sold 14,791 Chevron shares in Q2 2026, an estimated $2.75M.
  • Chevron made up 1.58% of Greystone Financial Group's portfolio in Q2 2026, its #31 holding.
  • Greystone Financial Group first reported a position in Chevron in Q1 2021 and has held it in 19 quarters since.
  • Greystone Financial Group's Chevron position peaked at $16.5M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.