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Elwood & Goetz Wealth Advisory Group’s Chevron CVX Stock Holding History

Elwood & Goetz Wealth Advisory 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
Q2 		$227K Buy
1,367
+68
+5% +$12.7K 0.03% 140
2026
Q1 		$269K Buy
+1,299
New +$237K 0.05% 120

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elwood & Goetz Wealth Advisory Group's CVX Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Chevron (CVX) stake by 5.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,367 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #140.

Elwood & Goetz Wealth Advisory Group first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,367 shares of Chevron worth $227K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 68 Chevron shares in Q2 2026, an estimated $12.7K.
  • Chevron made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #140 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Chevron position peaked at $269K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.