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Gries Financial’s Chevron CVX Stock Holding History

Gries Financial’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
2025
Q3 		$1.34M Buy
8,655
+1,039
+14% +$161K 0.21% 109
2025
Q2 		$1.09M Sell
7,616
-318
-4% -$44.8K 0.2% 116
2025
Q1 		$1.33M Buy
7,934
+243
+3% +$38K 0.26% 97
2024
Q4 		$1.11M Buy
7,691
+5,236
+213% +$801K 0.2% 115
2024
Q3 		$362K Sell
2,455
-572
-19% -$85.1K 0.07% 185
2024
Q2 		$473K Sell
3,027
-663
-18% -$106K 0.1% 152
2024
Q1 		$582K Buy
3,690
+499
+16% +$75.3K 0.1% 157
2023
Q4 		$476K Sell
3,191
-900
-22% -$136K 0.1% 135
2023
Q3 		$690K Buy
4,091
+1,121
+38% +$181K 0.19% 106
2023
Q2 		$467K Hold
2,970
– – 0.13% 117
2023
Q1 		$485K Sell
2,970
-553
-16% -$92.7K 0.14% 117
2022
Q4 		$632K Buy
3,523
+666
+23% +$116K 0.21% 94
2022
Q3 		$410K Sell
2,857
-39
-1% -$5.95K 0.17% 108
2022
Q2 		$419K Buy
2,896
+51
+2% +$8.43K 0.2% 91
2022
Q1 		$463K Buy
2,845
+10
+0.4% +$1.43K 0.17% 108
2021
Q4 		$333K Buy
2,835
+138
+5% +$15.7K 0.14% 129
2021
Q3 		$274K Sell
2,697
-1,286
-32% -$128K 0.09% 140
2021
Q2 		$399K Buy
3,983
+53
+1% +$5.59K 0.13% 117
2021
Q1 		$419K Buy
+3,930
New +$384K 0.13% 120

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gries Financial's CVX Position: Q3 2025 in Review

Gries Financial increased its Chevron (CVX) stake by 14% in Q3 2025, buying an estimated $161K and bringing the position to 8,655 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #109.

Gries Financial first reported a position in CVX in Q1 2021 and has held it in 19 quarters since. 3,798 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Gries Financial held 8,655 shares of Chevron worth $1.34M as of Q3 2025.
  • Gries Financial bought 1,039 Chevron shares in Q3 2025, an estimated $161K.
  • Chevron made up 0.21% of Gries Financial's portfolio in Q3 2025, its #109 holding.
  • Gries Financial first reported a position in Chevron in Q1 2021 and has held it in 19 quarters since.
  • 3,798 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.