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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GoalVest Advisory's CVX Position: Q2 2026 in Review

GoalVest Advisory reduced its Chevron (CVX) stake by 8.7% in Q2 2026, selling an estimated $117K and leaving 6,592 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #63.

GoalVest Advisory first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.49M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GoalVest Advisory held 6,592 shares of Chevron worth $1.09M as of Q2 2026.
  • GoalVest Advisory sold 626 Chevron shares in Q2 2026, an estimated $117K.
  • Chevron made up 0.2% of GoalVest Advisory's portfolio in Q2 2026, its #63 holding.
  • GoalVest Advisory first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Chevron position peaked at $1.49M in Q1 2026.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.