GoalVest Advisory LLC

Position in CVX — Chevron Corp

CIK 1839307 NEW YORK, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,092,689

-$400,715 QoQ

Shares Held

6,592

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#2,287

of 4,109 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,102,691 across 2 Oil & Gas Integrated names. CVX ranks #1 (99.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp This page	6,592	$1,092,689
2	SHEL	Shell plc	129	$10,002

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,092,689	6,592	-8.7%	Shares	Sole	2026-07-09
2026-03-31	$1,493,404	7,218	-15.8%	Shares	Sole	2026-04-13
2025-12-31	$1,306,915	8,575	-6.1%	Shares	Sole	2026-01-05
2025-09-30	$1,417,642	9,129	+9.3%	Shares	Sole	2025-10-22
2025-06-30	$1,195,636	8,350	+6.8%	Shares	Sole	2025-08-01
2025-03-31	$1,308,542	7,822	+6.6%	Shares	Sole	2025-04-07
2024-12-31	$1,063,125	7,340	+2.3%	Shares	Sole	2025-01-17
2024-09-30	$1,056,220	7,172	+7.0%	Shares	Sole	2024-11-06
2024-06-30	$1,048,796	6,705	-8.5%	Shares	Sole	2024-07-30
2024-03-31	$1,156,391	7,331	+23.6%	Shares	Sole	2024-04-15
2023-12-31	$884,369	5,929	+770.6%	Shares	Sole	2024-01-02
2023-09-30	$114,830	681	+17.2%	Shares	Sole	2023-10-10
2023-06-30	$91,420	581	+32.6%	Shares	Sole	2023-07-17
2023-03-31	$71,464	438	+40.8%	Shares	Sole	2023-04-03
2022-12-31	$55,821	311	0.0%	Shares	Sole	2023-01-06
2022-09-30	$44,681	311	-49.8%	Shares	Sole	2022-10-11
2022-06-30	$89,763	620	+969.0%	Shares	Sole	2022-07-06
2022-03-31	$9,444	58	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.