GFG
CVX icon

Goldstone Financial Group’s Chevron CVX Stock Holding History

Goldstone Financial Group’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
Q1 		$378K Sell
1,826
-3,485
-66% -$635K 0.04% 185
2025
Q4 		$809K Buy
5,311
+126
+2% +$19.2K 0.09% 129
2025
Q3 		$805K Buy
5,185
+63
+1% +$9.76K 0.1% 129
2025
Q2 		$760K Sell
5,122
-3,322
-39% -$468K 0.1% 121
2025
Q1 		$1.41M Buy
8,444
+3,467
+70% +$543K 0.21% 72
2024
Q4 		$721K Buy
4,977
+870
+21% +$133K 0.11% 105
2024
Q3 		$605K Buy
4,107
+472
+13% +$70.3K 0.11% 104
2024
Q2 		$569K Buy
3,635
+968
+36% +$154K 0.11% 103
2024
Q1 		$421K Buy
2,667
+118
+5% +$17.8K 0.1% 111
2023
Q4 		$380K Buy
2,549
+225
+10% +$34K 0.1% 108
2023
Q3 		$392K Sell
2,324
-124
-5% -$20K 0.12% 102
2023
Q2 		$385K Buy
+2,448
New +$392K 0.11% 105

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldstone Financial Group's CVX Position: Q1 2026 in Review

Goldstone Financial Group reduced its Chevron (CVX) stake by 66% in Q1 2026, selling an estimated $635K and leaving 1,826 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #185.

Goldstone Financial Group first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Goldstone Financial Group held 1,826 shares of Chevron worth $378K as of Q1 2026.
  • Goldstone Financial Group sold 3,485 Chevron shares in Q1 2026, an estimated $635K.
  • Chevron made up 0.04% of Goldstone Financial Group's portfolio in Q1 2026, its #185 holding.
  • Goldstone Financial Group first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
  • Goldstone Financial Group's Chevron position peaked at $1.41M in Q1 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.