GoalFusion Wealth Management’s Chevron CVX Stock Holding History

GoalFusion Wealth Management’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	–	Sell	-1,125	Closed	-$233K	–	35
2026 Q1	$233K	Buy	+1,125	New	+$205K	0.11%	27
2025 Q2	–	Sell	-1,209	Closed	-$202K	–	30
2025 Q1	$202K	Buy	+1,209	New	+$189K	0.11%	24
2024 Q3	–	Sell	-1,314	Closed	-$205K	–	30
2024 Q2	$205K	Buy	1,314 +1	+0.1%	+$159	0.13%	29
2024 Q1	$207K	Buy	+1,313	New	+$198K	0.13%	28
2023 Q4	–	Sell	-1,215	Closed	-$205K	–	30
2023 Q3	$205K	Buy	+1,215	New	+$196K	0.15%	26
2023 Q2	–	Sell	-1,232	Closed	-$201K	–	27
2023 Q1	$201K	Hold	1,232	–	–	0.16%	21
2022 Q4	$214K	Buy	+1,232	New	+$215K	0.17%	19

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalFusion Wealth Management's CVX Position: Q2 2026 in Review

GoalFusion Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,125 shares — an estimated $233K sold.

GoalFusion Wealth Management first reported a position in CVX in Q4 2022 and held it in 7 quarters. The position peaked at $233K in Q1 2026. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

GoalFusion Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
GoalFusion Wealth Management sold 1,125 Chevron shares in Q2 2026, an estimated $233K.
GoalFusion Wealth Management first reported a position in Chevron in Q4 2022 and held it in 7 quarters.
GoalFusion Wealth Management's Chevron position peaked at $233K in Q1 2026.
877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.