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Gould Asset Management’s Chevron CVX Stock Holding History

Gould Asset 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 		$694K Hold
3,354
– – 0.12% 88
2025
Q4 		$511K Buy
3,354
+401
+14% +$61.1K 0.09% 108
2025
Q3 		$459K Buy
2,953
+882
+43% +$137K 0.09% 114
2025
Q2 		$297K Sell
2,071
-11
-0.5% -$1.55K 0.06% 136
2025
Q1 		$348K Buy
2,082
+294
+16% +$46K 0.07% 120
2024
Q4 		$259K Hold
1,788
– – 0.05% 138
2024
Q3 		$263K Buy
+1,788
New +$266K 0.06% 138
2021
Q3 		– Sell
-2,200
Closed -$230K – 141
2021
Q2 		$230K Hold
2,200
– – 0.07% 134
2021
Q1 		$231K Buy
+2,200
New +$215K 0.07% 132
2020
Q1 		– Sell
-2,117
Closed -$255K – 131
2019
Q4 		$255K Sell
2,117
-500
-19% -$58.9K 0.08% 117
2019
Q3 		$310K Buy
2,617
+559
+27% +$67.9K 0.11% 104
2019
Q2 		$256K Buy
+2,058
New +$249K 0.09% 115
2019
Q1 		– Sell
-2,058
Closed -$224K – 137
2018
Q4 		$224K Hold
2,058
– – 0.09% 112
2018
Q3 		$252K Buy
2,058
+250
+14% +$30.3K 0.1% 116
2018
Q2 		$229K Sell
1,808
-97
-5% -$12K 0.1% 117
2018
Q1 		$217K Sell
1,905
-403
-17% -$48.2K 0.1% 129
2017
Q4 		$289K Buy
2,308
+307
+15% +$36.4K 0.13% 94
2017
Q3 		$235K Buy
+2,001
New +$218K 0.11% 119
2017
Q2 		– Sell
-2,526
Closed -$271K – 127
2017
Q1 		$271K Buy
2,526
+378
+18% +$42.4K 0.14% 90
2016
Q4 		$253K Buy
+2,148
New +$234K 0.13% 91
2014
Q4 		– Sell
-1,753
Closed -$209K – 108
2014
Q3 		$209K Sell
1,753
-500
-22% -$63.8K 0.1% 98
2014
Q2 		$294K Hold
2,253
– – 0.14% 75
2014
Q1 		$268K Buy
+2,253
New +$262K 0.14% 77

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 $336B AUM 34.66% 1-Year Est. Return

Gould Asset Management's CVX Position: Q1 2026 in Review

Gould Asset Management held its Chevron (CVX) position steady in Q1 2026 at 3,354 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #88.

Gould Asset Management first reported a position in CVX in Q1 2014 and has held it in 23 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Gould Asset Management held 3,354 shares of Chevron worth $694K as of Q1 2026.
  • Gould Asset Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.12% of Gould Asset Management's portfolio in Q1 2026, its #88 holding.
  • Gould Asset Management first reported a position in Chevron in Q1 2014 and has held it in 23 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.