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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return