Pine Grove Financial Group
CVX icon

Pine Grove Financial Group’s Chevron CVX Stock Holding History

Pine Grove 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
Q3 		$496K Sell
2,431
-1
-0% -$197 0.05% 139
2026
Q2 		$403K Sell
2,432
-49
-2% -$9.12K 0.04% 148
2026
Q1 		$513K Buy
2,481
+354
+17% +$64.6K 0.06% 116
2025
Q4 		$324K Buy
+2,127
New +$324K 0.04% 151

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pine Grove Financial Group's CVX Position: Q3 2026 in Review

Pine Grove Financial Group reduced its Chevron (CVX) stake by 0.04% in Q3 2026, selling an estimated $197 and leaving 2,431 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #139.

Pine Grove Financial Group first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $513K in Q1 2026. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Pine Grove Financial Group held 2,431 shares of Chevron worth $496K as of Q3 2026.
  • Pine Grove Financial Group sold 1 Chevron share in Q3 2026, an estimated $197.
  • Chevron made up 0.05% of Pine Grove Financial Group's portfolio in Q3 2026, its #139 holding.
  • Pine Grove Financial Group first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's Chevron position peaked at $513K in Q1 2026.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.