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GoalVest Advisory’s Chevron CVX Stock Holding History

GoalVest Advisory’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 		$1.37M Buy
6,690
+98
+1% +$19.3K 0.24% 56
2026
Q2 		$1.09M Sell
6,592
-626
-9% -$117K 0.2% 63
2026
Q1 		$1.49M Sell
7,218
-1,357
-16% -$247K 0.29% 60
2025
Q4 		$1.31M Sell
8,575
-554
-6% -$84.4K 0.25% 70
2025
Q3 		$1.42M Buy
9,129
+779
+9% +$121K 0.3% 64
2025
Q2 		$1.2M Buy
8,350
+528
+7% +$74.4K 0.3% 66
2025
Q1 		$1.31M Buy
7,822
+482
+7% +$75.5K 0.36% 59
2024
Q4 		$1.06M Buy
7,340
+168
+2% +$25.7K 0.29% 59
2024
Q3 		$1.06M Buy
7,172
+467
+7% +$69.5K 0.3% 62
2024
Q2 		$1.05M Sell
6,705
-626
-9% -$99.8K 0.34% 56
2024
Q1 		$1.16M Buy
7,331
+1,402
+24% +$212K 0.39% 49
2023
Q4 		$884K Buy
5,929
+5,248
+771% +$794K 0.39% 45
2023
Q3 		$115K Buy
681
+100
+17% +$16.2K 0.06% 97
2023
Q2 		$91.4K Buy
581
+143
+33% +$22.9K 0.05% 104
2023
Q1 		$71.5K Buy
438
+127
+41% +$21.3K 0.04% 100
2022
Q4 		$55.8K Hold
311
– – 0.04% 103
2022
Q3 		$45K Sell
311
-309
-50% -$47.1K 0.03% 118
2022
Q2 		$88K Buy
620
+562
+969% +$92.9K 0.06% 136
2022
Q1 		$9K Buy
+58
New +$8.32K 0.01% 247

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

GoalVest Advisory's CVX Position: Q3 2026 in Review

GoalVest Advisory increased its Chevron (CVX) stake by 1.5% in Q3 2026, buying an estimated $19.3K and bringing the position to 6,690 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #56.

GoalVest Advisory first reported a position in CVX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • GoalVest Advisory held 6,690 shares of Chevron worth $1.37M as of Q3 2026.
  • GoalVest Advisory bought 98 Chevron shares in Q3 2026, an estimated $19.3K.
  • Chevron made up 0.24% of GoalVest Advisory's portfolio in Q3 2026, its #56 holding.
  • GoalVest Advisory first reported a position in Chevron in Q1 2022 and has held it in 19 quarters since.
  • GoalVest Advisory's Chevron position peaked at $1.49M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.