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Coppell Advisory Solutions Corp’s Chevron CVX Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$2.61M Buy
+16,562
New +$2.5M 0.49% 47
2023
Q1 		$1.57M Sell
9,690
-1,761
-15% -$295K 0.52% 45
2022
Q4 		$2.06M Buy
+11,451
New +$2M 0.7% 36

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions Corp's CVX Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Chevron (CVX) in Q1 2024: 16,562 shares worth $2.61M. The stake represents 0.49% of the portfolio and ranks #47 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in CVX as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in CVX in Q4 2022 and has held it in 3 quarters since. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Coppell Advisory Solutions Corp held 16,562 shares of Chevron worth $2.61M as of Q1 2024.
  • Chevron was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Chevron made up 0.49% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #47 holding.
  • Coppell Advisory Solutions Corp first reported a position in Chevron in Q4 2022 and has held it in 3 quarters since.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.