Coastal Bridge Advisors’s Chevron CVX Stock Holding History

Coastal Bridge 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 Q1	$3.85M	Buy	18,610 +645	+4%	+$118K	0.27%	85
2025 Q4	$2.74M	Sell	17,965 -107	-0.6%	-$16.3K	0.2%	117
2025 Q3	$2.81M	Buy	18,072 +1,774	+11%	+$275K	0.21%	111
2025 Q2	$2.33M	Buy	+16,298	New	+$2.3M	0.19%	124
2025 Q1	–	Sell	-4,405	Closed	-$638K	–	291
2024 Q4	$638K	Hold	4,405	–	–	0.16%	80
2024 Q3	$649K	Sell	4,405 -11	-0.2%	-$1.64K	0.16%	81
2024 Q2	$691K	Sell	4,416 -861	-16%	-$137K	0.17%	78
2024 Q1	$832K	Sell	5,277 -1,770	-25%	-$267K	0.19%	73
2023 Q4	$1.05M	Sell	7,047 -20	-0.3%	-$3.02K	0.27%	62
2023 Q3	$1.19M	Sell	7,067 -447	-6%	-$72.2K	0.32%	52
2023 Q2	$1.18M	Buy	7,514 +23	+0.3%	+$3.69K	0.29%	53
2023 Q1	$1.22M	Hold	7,491	–	–	0.31%	52
2022 Q4	$1.34M	Buy	7,491 +1,078	+17%	+$188K	0.38%	47
2022 Q3	$921K	Hold	6,413	–	–	0.25%	56
2022 Q2	$928K	Buy	6,413 +935	+17%	+$155K	0.29%	55
2022 Q1	$892K	Hold	5,478	–	–	0.21%	60
2021 Q4	$643K	Sell	5,478 -523	-9%	-$59.4K	0.13%	92
2021 Q3	$609K	Sell	6,001 -915	-13%	-$91.3K	0.14%	75
2021 Q2	$724K	Buy	6,916 +2,157	+45%	+$228K	0.15%	66
2021 Q1	$499K	Buy	4,759 +711	+18%	+$69.4K	0.09%	82
2020 Q4	$342K	Sell	4,048 -1,473	-27%	-$119K	0.07%	89
2020 Q3	$398K	Sell	5,521 -214	-4%	-$18K	0.12%	77
2020 Q2	$512K	Sell	5,735 -12	-0.2%	-$1.07K	0.16%	72
2020 Q1	$416K	Buy	5,747 +222	+4%	+$21.9K	0.15%	76
2019 Q4	$666K	Sell	5,525 -341	-6%	-$40.2K	0.17%	60
2019 Q3	$696K	Buy	5,866 +224	+4%	+$27.2K	0.24%	58
2019 Q2	$702K	Sell	5,642 -211	-4%	-$25.5K	0.21%	57
2019 Q1	$721K	Sell	5,853 -655	-10%	-$77.5K	0.25%	56
2018 Q4	$708K	Hold	6,508	–	–	0.28%	50
2018 Q3	$796K	Hold	6,508	–	–	0.3%	47
2018 Q2	$823K	Hold	6,508	–	–	0.33%	46
2018 Q1	$742K	Buy	6,508 +1,103	+20%	+$132K	0.27%	50
2017 Q4	$690K	Sell	5,405 -723	-12%	-$85.7K	0.22%	56
2017 Q3	$720K	Buy	6,128 +580	+10%	+$63.3K	0.24%	50
2017 Q2	$579K	Buy	5,548 +223	+4%	+$23.6K	0.19%	58
2017 Q1	$572K	Sell	5,325 -490	-8%	-$55K	0.2%	49
2016 Q4	$684K	Buy	5,815 +600	+12%	+$65.3K	0.27%	40
2016 Q3	$537K	Sell	5,215 -150	-3%	-$15.3K	0.26%	30
2016 Q2	$562K	Hold	5,365	–	–	0.29%	31
2016 Q1	$512K	Buy	5,365 +635	+13%	+$55.5K	0.36%	31
2015 Q4	$426K	Buy	+4,730	New	+$427K	0.24%	35

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coastal Bridge Advisors's CVX Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Chevron (CVX) stake by 3.6% in Q1 2026, buying an estimated $118K and bringing the position to 18,610 shares worth $3.85M. The position accounts for 0.27% of the portfolio, ranked #85.

Coastal Bridge Advisors first reported a position in CVX in Q4 2015 and has held it in 41 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Coastal Bridge Advisors held 18,610 shares of Chevron worth $3.85M as of Q1 2026.
Coastal Bridge Advisors bought 645 Chevron shares in Q1 2026, an estimated $118K.
Chevron made up 0.27% of Coastal Bridge Advisors's portfolio in Q1 2026, its #85 holding.
Coastal Bridge Advisors first reported a position in Chevron in Q4 2015 and has held it in 41 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.