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LifeGoal Wealth Advisors’s Chevron CVX Stock Holding History

LifeGoal Wealth Advisors’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 		$503K Buy
3,037
+1,029
+51% +$192K 0.23% 64
2026
Q1 		$396K Buy
2,008
+178
+10% +$32.5K 0.23% 65
2025
Q4 		$273K Buy
+1,830
New +$279K 0.18% 63

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LifeGoal Wealth Advisors's CVX Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Chevron (CVX) stake by 51% in Q2 2026, buying an estimated $192K and bringing the position to 3,037 shares worth $503K. The position accounts for 0.23% of the portfolio, ranked #64.

LifeGoal Wealth Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LifeGoal Wealth Advisors held 3,037 shares of Chevron worth $503K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 1,029 Chevron shares in Q2 2026, an estimated $192K.
  • Chevron made up 0.23% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • LifeGoal Wealth Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.