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Goldstein Advisors, LLC

SEC CIK
0001963807
Latest filing
Jul 20, 2026

CVX holding history

Chevron Corp in every 13F filed by Goldstein Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
1,256
Value
$208.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2022
Holdings of CVX by Goldstein Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,256$208.2K<0.1%+243+24.0%AddedHolders
Q1 20261,013$209.6K<0.1%+1,013NewHolders
Q2 20250$00.0%−1,206−100.0%Sold outHolders
Q1 20251,206$201.8K<0.1%+1,206NewHolders
Q4 20240$00.0%−2,018−100.0%Sold outHolders
Q3 20242,018$297.2K<0.1%−34−1.7%ReducedHolders
Q2 20242,052$321.0K0.1%+675+49.0%AddedHolders
Q1 20241,377$217.2K<0.1%+1,377NewHolders
Q1 20230$00.0%−1,206−100.0%Sold outHolders
Q4 20221,206$216.0K0.1%–No prior filingHolders