Goldstein Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Goldstein Advisors's CVX Position: Q2 2026 in Review
Goldstein Advisors increased its Chevron (CVX) stake by 24% in Q2 2026, buying an estimated $45.2K and bringing the position to 1,256 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #244.
Goldstein Advisors first reported a position in CVX in Q4 2022 and has held it in 7 quarters since. The position peaked at $321K in Q2 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Goldstein Advisors held 1,256 shares of Chevron worth $208K as of Q2 2026.
- Goldstein Advisors bought 243 Chevron shares in Q2 2026, an estimated $45.2K.
- Chevron made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #244 holding.
- Goldstein Advisors first reported a position in Chevron in Q4 2022 and has held it in 7 quarters since.
- Goldstein Advisors's Chevron position peaked at $321K in Q2 2024.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.