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Golden State Wealth Management’s Chevron CVX Stock Holding History

Golden State 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 		$1.47M Sell
8,882
-56
-0.6% -$10.4K 0.13% 155
2026
Q1 		$1.85M Buy
8,938
+93
+1% +$17K 0.2% 103
2025
Q4 		$1.35M Buy
8,845
+44
+0.5% +$6.7K 0.14% 123
2025
Q3 		$1.37M Buy
8,801
+1,054
+14% +$163K 0.15% 115
2025
Q2 		$1.11M Sell
7,747
-88
-1% -$12.4K 0.14% 133
2025
Q1 		$1.31M Buy
7,835
+239
+3% +$37.4K 0.19% 96
2024
Q4 		$1.1M Buy
+7,596
New +$1.16M 0.16% 107
2022
Q1 		$949K Sell
5,828
-3,431
-37% -$492K 0.19% 109
2021
Q4 		$1.09M Buy
9,259
+2,384
+35% +$271K 0.19% 117
2021
Q3 		$698K Sell
6,875
-48
-0.7% -$4.79K 0.15% 129
2021
Q2 		$725K Sell
6,923
-365
-5% -$38.5K 0.16% 121
2021
Q1 		$763K Sell
7,288
-473
-6% -$46.2K 0.25% 71
2020
Q4 		$655K Buy
7,761
+1,675
+28% +$136K 0.19% 105
2020
Q3 		$438K Sell
6,086
-2,447
-29% -$206K 0.15% 108
2020
Q2 		$761K Buy
8,533
+2,773
+48% +$248K 0.24% 68
2020
Q1 		$417K Buy
5,760
+3,106
+117% +$307K 0.18% 82
2019
Q4 		$320K Sell
2,654
-4,969
-65% -$585K 0.06% 38
2019
Q3 		$904K Buy
7,623
+868
+13% +$105K 0.3% 67
2019
Q2 		$840K Buy
6,755
+410
+6% +$49.6K 0.27% 75
2019
Q1 		$782K Buy
+6,345
New +$751K 0.26% 79

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Golden State Wealth Management's CVX Position: Q2 2026 in Review

Golden State Wealth Management reduced its Chevron (CVX) stake by 0.63% in Q2 2026, selling an estimated $10.4K and leaving 8,882 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #155.

Golden State Wealth Management first reported a position in CVX in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.85M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Golden State Wealth Management held 8,882 shares of Chevron worth $1.47M as of Q2 2026.
  • Golden State Wealth Management sold 56 Chevron shares in Q2 2026, an estimated $10.4K.
  • Chevron made up 0.13% of Golden State Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Golden State Wealth Management first reported a position in Chevron in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Chevron position peaked at $1.85M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.