SEC 13F Intelligence

Greystone Financial Group, LLC / CHV

Greystone Financial Group, LLC’s Chevron Corporation Position

Does Greystone Financial Group, LLC own Chevron Corporation (CHV)? Yes — 48.9K shares worth $10M (+2.86% of its 13F portfolio) as of Q1 2026, down from 78.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
48.9K
% of Portfolio
+2.86%
Quarters Held
18
currently held

Position History CHV

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $16MQ2 ’22: $7MQ3 ’22: $4MQ3 ’22Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $12MQ3 ’25Q4 ’25: $12MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.9K$10M+2.86%
Q4 202578.7K$12M+1.87%
Q3 202579.4K$12M+1.91%
Q2 202579.9K$11M+1.88%
Q1 202560.5K$10M+1.84%
Q4 202456.3K$8M+1.42%
Q3 202454.7K$8M+1.44%
Q2 202453.3K$8M+1.63%
Q1 202446.6K$7M+1.47%
Q4 202336.1K$5M+1.25%
Q3 202323.7K$4M+1.00%
Q3 202224.8K$4M+1.21%
Q2 202245.5K$7M+2.05%
Q1 2022101.2K$16M+4.16%
Q4 202163.7K$7M+1.79%
Q3 202158.2K$6M+1.75%
Q2 202168.5K$7M+1.78%
Q1 202168.3K$7M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of CHV.