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Livermore
Livermore
ZHEN

Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

CVX holding history

Chevron Corp in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
34,074
Value
$5.65M
% of portfolio
1.6%
Quarters held
19
Since Q1 2021
Holdings of CVX by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,074$5.65M1.6%−14,791−30.3%ReducedHolders
Q1 202648,865$10.1M2.9%−29,882−37.9%ReducedHolders
Q4 202578,747$12.0M1.9%−667−0.8%ReducedHolders
Q3 202579,414$12.3M1.9%−499−0.6%ReducedHolders
Q2 202579,913$11.4M1.9%+19,436+32.1%AddedHolders
Q1 202560,477$10.1M1.8%+4,192+7.4%AddedHolders
Q4 202456,285$8.15M1.4%+1,609+2.9%AddedHolders
Q3 202454,676$8.05M1.4%+1,348+2.5%AddedHolders
Q2 202453,328$8.34M1.6%+6,722+14.4%AddedHolders
Q1 202446,606$7.35M1.5%+10,536+29.2%AddedHolders
Q4 202336,070$5.38M1.2%+12,347+52.0%AddedHolders
Q3 202323,723$4.00M1.0%+23,723NewHolders
Q4 20220$00.0%−24,803−100.0%Sold outHolders
Q3 202224,803$3.56M1.2%−20,718−45.5%ReducedHolders
Q2 202245,521$6.59M2.1%−55,681−55.0%ReducedHolders
Q1 2022101,202$16.5M4.2%+37,461+58.8%AddedHolders
Q4 202163,741$7.48M1.8%+5,573+9.6%AddedHolders
Q3 202158,168$5.90M1.8%−10,314−15.1%ReducedHolders
Q2 202168,482$7.17M1.8%+191+0.3%AddedHolders
Q1 202168,291$7.29M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.