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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
Q2 		$556K Hold
3,354
– – 0.09% 108
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Gould Asset Management's CVX Position: Q2 2026 in Review

Gould Asset Management held its Chevron (CVX) position steady in Q2 2026 at 3,354 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #108.

Gould Asset Management first reported a position in CVX in Q1 2014 and has held it in 24 quarters since. The position peaked at $694K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gould Asset Management held 3,354 shares of Chevron worth $556K as of Q2 2026.
  • Gould Asset Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.09% of Gould Asset Management's portfolio in Q2 2026, its #108 holding.
  • Gould Asset Management first reported a position in Chevron in Q1 2014 and has held it in 24 quarters since.
  • Gould Asset Management's Chevron position peaked at $694K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.