CCG
CVX icon

Coastwise Capital Group’s Chevron CVX Stock Holding History

Coastwise Capital Group’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 		$1.58M Buy
9,558
+581
+6% +$108K 0.92% 26
2026
Q1 		$1.86M Buy
8,977
+234
+3% +$42.7K 1.03% 19
2025
Q4 		$1.33M Buy
8,743
+118
+1% +$18K 0.67% 36
2025
Q3 		$1.34M Buy
8,625
+116
+1% +$18K 0.94% 28
2025
Q2 		$1.22M Buy
8,509
+368
+5% +$51.9K 0.97% 28
2025
Q1 		$1.36M Buy
8,141
+2,072
+34% +$324K 1.15% 23
2024
Q4 		$879K Sell
6,069
-248
-4% -$38K 0.7% 39
2024
Q3 		$930K Buy
6,317
+1,685
+36% +$251K 0.77% 34
2024
Q2 		$724K Buy
4,632
+230
+5% +$36.7K 0.69% 40
2024
Q1 		$694K Buy
4,402
+284
+7% +$42.9K 0.64% 44
2023
Q4 		$614K Buy
4,118
+92
+2% +$13.9K 0.63% 45
2023
Q3 		$679K Buy
4,026
+512
+15% +$82.7K 0.78% 41
2023
Q2 		$553K Buy
3,514
+251
+8% +$40.2K 0.63% 45
2023
Q1 		$532K Buy
3,263
+455
+16% +$76.3K 0.61% 45
2022
Q4 		$504K Sell
2,808
-664
-19% -$116K 0.6% 48
2022
Q3 		$499K Sell
3,472
-312
-8% -$47.6K 0.79% 40
2022
Q2 		$548K Sell
3,784
-1,043
-22% -$172K 0.67% 44
2022
Q1 		$786K Buy
+4,827
New +$692K 0.98% 29

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Coastwise Capital Group's CVX Position: Q2 2026 in Review

Coastwise Capital Group increased its Chevron (CVX) stake by 6.5% in Q2 2026, buying an estimated $108K and bringing the position to 9,558 shares worth $1.58M. The position accounts for 0.92% of the portfolio, ranked #26.

Coastwise Capital Group first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.86M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Coastwise Capital Group held 9,558 shares of Chevron worth $1.58M as of Q2 2026.
  • Coastwise Capital Group bought 581 Chevron shares in Q2 2026, an estimated $108K.
  • Chevron made up 0.92% of Coastwise Capital Group's portfolio in Q2 2026, its #26 holding.
  • Coastwise Capital Group first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Chevron position peaked at $1.86M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.