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Good Steward Wealth Advisors’s Chevron CVX Stock Holding History

Good Steward Wealth Advisors’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 		$324K Buy
1,955
+22
+1% +$4.09K 0.2% 47
2026
Q1 		$400K Sell
1,933
-77
-4% -$14K 0.26% 37
2025
Q4 		$306K Sell
2,010
-678
-25% -$103K 0.2% 49
2025
Q3 		$417K Sell
2,688
-1,275
-32% -$197K 0.29% 43
2025
Q2 		$567K Sell
3,963
-1,848
-32% -$261K 0.44% 35
2025
Q1 		$972K Buy
+5,811
New +$910K 0.88% 24

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

Good Steward Wealth Advisors's CVX Position: Q2 2026 in Review

Good Steward Wealth Advisors increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $4.09K and bringing the position to 1,955 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #47.

Good Steward Wealth Advisors first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $972K in Q1 2025. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Good Steward Wealth Advisors held 1,955 shares of Chevron worth $324K as of Q2 2026.
  • Good Steward Wealth Advisors bought 22 Chevron shares in Q2 2026, an estimated $4.09K.
  • Chevron made up 0.2% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Good Steward Wealth Advisors first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Good Steward Wealth Advisors's Chevron position peaked at $972K in Q1 2025.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.