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 Q2	–	Sell	-499	Closed	-$103K	–	87
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goodman Advisory Group's CVX Position: Q2 2026 in Review

Goodman Advisory Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 499 shares — an estimated $103K sold.

Goodman Advisory Group first reported a position in CVX in Q2 2022 and held it in 15 quarters. The position peaked at $103K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Goodman Advisory Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 499 Chevron shares in Q2 2026, an estimated $103K.
Goodman Advisory Group first reported a position in Chevron in Q2 2022 and held it in 15 quarters.
Goodman Advisory Group's Chevron position peaked at $103K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.