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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
Q2 		$306K Buy
1,847
+21
+1% +$3.91K 0.03% 204
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Goldstone Financial Group's CVX Position: Q2 2026 in Review

Goldstone Financial Group increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $3.91K and bringing the position to 1,847 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #204.

Goldstone Financial Group first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q1 2025. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Goldstone Financial Group held 1,847 shares of Chevron worth $306K as of Q2 2026.
  • Goldstone Financial Group bought 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.03% of Goldstone Financial Group's portfolio in Q2 2026, its #204 holding.
  • Goldstone Financial Group first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Chevron position peaked at $1.41M in Q1 2025.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.