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J. Goldman & Co’s Chevron CVX Stock Holding History

J. Goldman & Co’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 		$1.58M Buy
9,511
+7,961
+514% +$1.48M 0.04% 384
2026
Q1 		$321K Sell
1,550
-4,050
-72% -$739K 0.01% 561
2025
Q4 		$853K Buy
+5,600
New +$853K 0.02% 408
2017
Q4 		– Sell
-3,225
Closed -$379K – 354
2017
Q3 		$379K Buy
+3,225
New +$352K 0.02% 283

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

J. Goldman & Co's CVX Position: Q2 2026 in Review

J. Goldman & Co increased its Chevron (CVX) stake by 514% in Q2 2026, buying an estimated $1.48M and bringing the position to 9,511 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #384.

J. Goldman & Co first reported a position in CVX in Q3 2017 and has held it in 4 quarters since. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • J. Goldman & Co held 9,511 shares of Chevron worth $1.58M as of Q2 2026.
  • J. Goldman & Co bought 7,961 Chevron shares in Q2 2026, an estimated $1.48M.
  • Chevron made up 0.04% of J. Goldman & Co's portfolio in Q2 2026, its #384 holding.
  • J. Goldman & Co first reported a position in Chevron in Q3 2017 and has held it in 4 quarters since.
  • 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.