Goodman Advisory Group’s Chevron CVX Stock Holding History

Goodman Advisory 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	$103K	Hold	499	–	–	0.03%	99
2025 Q4	$76.1K	Hold	499	–	–	0.02%	93
2025 Q3	$77.5K	Hold	499	–	–	0.02%	97
2025 Q2	$71.5K	Hold	499	–	–	0.02%	85
2025 Q1	$83.5K	Buy	+499	New	+$78.1K	0.03%	97
2024 Q4	–	Sell	-526	Closed	-$77.5K	–	82
2024 Q3	$77.5K	Buy	526 +27	+5%	+$4.02K	0.02%	107
2024 Q2	$78.1K	Hold	499	–	–	0.02%	101
2024 Q1	$78.7K	Hold	499	–	–	0.03%	90
2023 Q4	$74.4K	Hold	499	–	–	0.03%	83
2023 Q3	$84.1K	Hold	499	–	–	0.03%	86
2023 Q2	$78.5K	Hold	499	–	–	0.03%	76
2023 Q1	$81.4K	Hold	499	–	–	0.04%	66
2022 Q4	$90K	Hold	499	–	–	0.05%	63
2022 Q3	$72K	Hold	499	–	–	0.04%	68
2022 Q2	$72K	Buy	+499	New	+$82.5K	0.03%	68

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goodman Advisory Group's CVX Position: Q1 2026 in Review

Goodman Advisory Group held its Chevron (CVX) position steady in Q1 2026 at 499 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #99.

Goodman Advisory Group first reported a position in CVX in Q2 2022 and has held it in 15 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Goodman Advisory Group held 499 shares of Chevron worth $103K as of Q1 2026.
Goodman Advisory Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.03% of Goodman Advisory Group's portfolio in Q1 2026, its #99 holding.
Goodman Advisory Group first reported a position in Chevron in Q2 2022 and has held it in 15 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.