JGC
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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
Q1 		$4.76M Buy
23,000
+3,000
+15% +$547K 0.14% 191
2025
Q4 		$3.05M Buy
+20,000
New +$3.05M 0.08% 266

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 $295B AUM 31.6% 1-Year Est. Return

J. Goldman & Co's CVX Position: Q1 2026 in Review

J. Goldman & Co reduced its Chevron (CVX) stake by 72% in Q1 2026, selling an estimated $739K and leaving 1,550 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #561.

J. Goldman & Co first reported a position in CVX in Q3 2017 and has held it in 3 quarters since. The position peaked at $853K in Q4 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • J. Goldman & Co held 1,550 shares of Chevron worth $321K as of Q1 2026.
  • J. Goldman & Co sold 4,050 Chevron shares in Q1 2026, an estimated $739K.
  • Chevron made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #561 holding.
  • J. Goldman & Co first reported a position in Chevron in Q3 2017 and has held it in 3 quarters since.
  • J. Goldman & Co's Chevron position peaked at $853K in Q4 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.