Good Life Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
12,838
+1,377
+12% +$194K 0.11% 151
2025
Q1
$1.92M Sell
11,461
-2,606
-19% -$408K 0.14% 133
2024
Q4
$2.04M Sell
14,067
-17,731
-56% -$2.71M 0.15% 130
2024
Q3
$4.68M Buy
31,798
+17,732
+126% +$2.64M 0.29% 73
2024
Q2
$2.2M Sell
14,066
-11,618
-45% -$1.85M 0.18% 104
2024
Q1
$4.05M Buy
25,684
+766
+3% +$116K 0.36% 56
2023
Q4
$3.72M Sell
24,918
-221
-0.9% -$33.4K 0.37% 55
2023
Q3
$4.24M Buy
25,139
+11,223
+81% +$1.81M 0.49% 47
2023
Q2
$2.19M Sell
13,916
-14,527
-51% -$2.33M 0.25% 83
2023
Q1
$4.64M Buy
28,443
+408
+1% +$68.4K 0.59% 43
2022
Q4
$5.03M Sell
28,035
-19
-0.1% -$3.32K 0.7% 39
2022
Q3
$4.03M Buy
28,054
+719
+3% +$110K 0.59% 45
2022
Q2
$3.96M Sell
27,335
-387
-1% -$64K 0.55% 46
2022
Q1
$4.51M Buy
27,722
+15,281
+123% +$2.19M 0.56% 43
2021
Q4
$1.46M Sell
12,441
-216
-2% -$24.5K 0.18% 99
2021
Q3
$1.28M Buy
12,657
+1,097
+9% +$109K 0.17% 105
2021
Q2
$1.21M Buy
11,560
+2,002
+21% +$211K 0.23% 80
2021
Q1
$999K Buy
9,558
+405
+4% +$39.5K 0.2% 94
2020
Q4
$773K Sell
9,153
-240
-3% -$19.4K 0.18% 100
2020
Q3
$678K Buy
9,393
+382
+4% +$32.1K 0.18% 100
2020
Q2
$801K Sell
9,011
-171
-2% -$15.3K 0.24% 80
2020
Q1
$664K Buy
9,182
+1,821
+25% +$180K 0.24% 87
2019
Q4
$887K Buy
7,361
+33
+0.5% +$3.89K 0.25% 76
2019
Q3
$873K Buy
7,328
+270
+4% +$32.8K 0.27% 68
2019
Q2
$880K Buy
7,058
+533
+8% +$64.4K 0.25% 68
2019
Q1
$805K Sell
6,525
-1,414
-18% -$167K 0.24% 74
2018
Q4
$864K Sell
7,939
-282
-3% -$32.7K 0.28% 67
2018
Q3
$1.01M Buy
8,221
+259
+3% +$31.4K 0.29% 64
2018
Q2
$1.01M Sell
7,962
-323
-4% -$40.1K 0.32% 56
2018
Q1
$930K Sell
8,285
-4
-0% -$478 0.32% 55
2017
Q4
$1.07M Buy
8,289
+62
+0.8% +$7.35K 0.33% 56
2017
Q3
$970K Sell
8,227
-87
-1% -$9.5K 0.37% 54
2017
Q2
$859K Sell
8,314
-50
-0.6% -$5.3K 0.38% 55
2017
Q1
$910K Buy
8,364
+802
+11% +$90K 0.44% 46
2016
Q4
$881K Buy
+7,562
New +$823K 0.51% 37

Other funds holding CVX

Good Life Advisors's CVX Position: Q2 2025 in Review

Good Life Advisors increased its Chevron (CVX) stake by 12% in Q2 2025, buying an estimated $194K and bringing the position to 12,838 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #151.

Good Life Advisors first reported a position in CVX in Q4 2016 and has held it in 35 quarters since. The position peaked at $5.03M in Q4 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Good Life Advisors held 12,838 shares of Chevron worth $1.84M as of Q2 2025.
  • Good Life Advisors bought 1,377 Chevron shares in Q2 2025, an estimated $194K.
  • Chevron made up 0.11% of Good Life Advisors's portfolio in Q2 2025, its #151 holding.
  • Good Life Advisors first reported a position in Chevron in Q4 2016 and has held it in 35 quarters since.
  • Good Life Advisors's Chevron position peaked at $5.03M in Q4 2022.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.