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Coign Capital Advisors’s Chevron CVX Stock Holding History

Coign Capital 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
2025
Q3 		– Sell
-3,921
Closed -$561K – 85
2025
Q2 		$561K Buy
3,921
+97
+3% +$13.7K 0.38% 63
2025
Q1 		$640K Sell
3,824
-169
-4% -$26.5K 0.49% 43
2024
Q4 		$578K Buy
+3,993
New +$611K 0.53% 54

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coign Capital Advisors's CVX Position: Q3 2025 in Review

Coign Capital Advisors sold out of Chevron (CVX) in Q3 2025, closing a stake of 3,921 shares — an estimated $561K sold.

Coign Capital Advisors first reported a position in CVX in Q4 2024 and held it in 3 quarters. The position peaked at $640K in Q1 2025. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Coign Capital Advisors reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Coign Capital Advisors sold 3,921 Chevron shares in Q3 2025, an estimated $561K.
  • Coign Capital Advisors first reported a position in Chevron in Q4 2024 and held it in 3 quarters.
  • Coign Capital Advisors's Chevron position peaked at $640K in Q1 2025.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Coign Capital Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.