Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$715K Buy
+3,500
New +$689K 0.6% 21
2025
Q4
– Sell
-2,000
Closed -$311K – 40
2025
Q3
$311K Buy
+2,000
New +$310K 0.81% 23
2023
Q1
– Sell
-2,500
Closed -$449K – 25
2022
Q4
$449K Buy
+2,500
New +$436K 2.77% 12
2022
Q2
– Sell
-12,300
Closed -$2M – 21
2022
Q1
$2M Buy
12,300
+2,500
+26% +$359K 8.89% 4
2021
Q4
$1.15M Buy
9,800
+7,500
+326% +$852K 3.09% 12
2021
Q3
$233K Hold
2,300
– – 0.65% 28
2021
Q2
$241K Hold
2,300
– – 0.87% 23
2021
Q1
$241K Sell
2,300
-3,000
-57% -$293K 1% 19
2020
Q4
$448K Buy
+5,300
New +$429K 1.72% 14
2020
Q3
– Sell
-2,700
Closed -$241K – 27
2020
Q2
$241K Sell
2,700
-1,800
-40% -$161K 0.46% 28
2020
Q1
$326K Buy
4,500
+500
+13% +$49.4K 0.61% 21
2019
Q4
$482K Hold
4,000
– – 0.59% 23
2019
Q3
$474K Hold
4,000
– – 0.58% 23
2019
Q2
$498K Hold
4,000
– – 0.54% 29
2019
Q1
$493K Hold
4,000
– – 0.52% 27
2018
Q4
$435K Hold
4,000
– – 0.56% 26
2018
Q3
$489K Hold
4,000
– – 0.48% 26
2018
Q2
$506K Hold
4,000
– – 0.52% 28
2018
Q1
$456K Hold
4,000
– – 0.46% 31
2017
Q4
$501K Hold
4,000
– – 0.49% 25
2017
Q3
$470K Hold
4,000
– – 0.53% 24
2017
Q2
$417K Hold
4,000
– – 0.47% 26
2017
Q1
$429K Hold
4,000
– – 0.43% 30
2016
Q4
$471K Hold
4,000
– – 0.51% 32
2016
Q3
$412K Hold
4,000
– – 0.51% 25
2016
Q2
$419K Hold
4,000
– – 0.51% 29
2016
Q1
$382K Buy
4,000
+1,000
+33% +$87.5K 0.52% 29
2015
Q4
$270K Hold
3,000
– – 0.36% 34
2015
Q3
$237K Buy
+3,000
New +$253K 0.37% 28
2015
Q2
– Sell
-2,000
Closed -$210K – 43
2015
Q1
$210K Buy
+2,000
New +$213K 0.22% 35

Other funds holding CVX

Gruss & Co's CVX Position: Q3 2026 in Review

Gruss & Co opened a new position in Chevron (CVX) in Q3 2026: 3,500 shares worth $715K. The stake represents 0.6% of the portfolio and ranks #21 among its holdings. This is a return to the name: Gruss & Co previously reported a position in CVX as recently as Q3 2025.

Gruss & Co first reported a position in CVX in Q1 2015 and has held it in 30 quarters since. The position peaked at $2M in Q1 2022. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Gruss & Co held 3,500 shares of Chevron worth $715K as of Q3 2026.
  • Chevron was a new Gruss & Co position in Q3 2026.
  • Chevron made up 0.6% of Gruss & Co's portfolio in Q3 2026, its #21 holding.
  • Gruss & Co first reported a position in Chevron in Q1 2015 and has held it in 30 quarters since.
  • Gruss & Co's Chevron position peaked at $2M in Q1 2022.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Gruss & Co's 13F filing for Q3 2026, filed 2 Nov 2026.