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Goldstream Capital Management’s Chevron CVX Stock Holding History

Goldstream Capital 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
Q1 		– Sell
-2,687
Closed -$410K – 38
2025
Q4 		$410K Hold
2,687
– – 0.15% 41
2025
Q3 		$417K Hold
2,687
– – 0.09% 35
2025
Q2 		$385K Hold
2,687
– – 0.13% 38
2025
Q1 		$450K Hold
2,687
– – 0.2% 24
2024
Q4 		$389K Sell
2,687
-3,106
-54% -$475K 0.11% 27
2024
Q3 		$853K Buy
+5,793
New +$862K 0.29% 31
2023
Q4 		– Sell
-1,872
Closed -$316K – 39
2023
Q3 		$316K Hold
1,872
– – 0.25% 28
2023
Q2 		$295K Buy
1,872
+752
+67% +$121K 0.21% 27
2023
Q1 		$183K Buy
+1,120
New +$188K 0.19% 24

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

Goldstream Capital Management's CVX Position: Q1 2026 in Review

Goldstream Capital Management sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,687 shares — an estimated $410K sold.

Goldstream Capital Management first reported a position in CVX in Q1 2023 and held it in 9 quarters. The position peaked at $853K in Q3 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Goldstream Capital Management reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 2,687 Chevron shares in Q1 2026, an estimated $410K.
  • Goldstream Capital Management first reported a position in Chevron in Q1 2023 and held it in 9 quarters.
  • Goldstream Capital Management's Chevron position peaked at $853K in Q3 2024.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.