Coppell Advisory Solutions’s Chevron CVX Stock Holding History

Coppell Advisory Solutions’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	$1.69M	Buy	+3,603	New	+$671K	0.14%	130
2026 Q1	–	Sell	-12,238	Closed	-$1.86M	–	78
2025 Q4	$1.86M	Sell	12,238 -3,086	-20%	-$470K	0.18%	116
2025 Q3	$2.39M	Buy	15,324 +7,181	+88%	+$1.11M	0.25%	76
2025 Q2	$1.17M	Sell	8,143 -4,500	-36%	-$634K	0.14%	152
2025 Q1	$1.76M	Sell	12,643 -3,034	-19%	-$475K	0.24%	99
2024 Q4	$2.24M	Sell	15,677 -3,234	-17%	-$495K	0.31%	66
2024 Q3	$2.75M	Buy	18,911 +1,859	+11%	+$277K	0.4%	53
2024 Q2	$2.67M	Buy	+17,052	New	+$2.72M	0.44%	45
2023 Q4	$2.15M	Buy	14,391 +2,940	+26%	+$445K	0.43%	51
2023 Q3	$2.06M	Sell	11,451 -370	-3%	-$59.8K	0.71%	35
2023 Q2	$1.85M	Buy	11,821 +2,131	+22%	+$342K	0.52%	41
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
2020 Q4	$797K	Buy	+9,434	New	+$764K	0.4%	68

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coppell Advisory Solutions's CVX Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Chevron (CVX) in Q2 2026: 3,603 shares worth $1.69M. The stake represents 0.14% of the portfolio and ranks #130 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in CVX as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in CVX in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.75M in Q3 2024. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Coppell Advisory Solutions held 3,603 shares of Chevron worth $1.69M as of Q2 2026.
Chevron was a new Coppell Advisory Solutions position in Q2 2026.
Chevron made up 0.14% of Coppell Advisory Solutions's portfolio in Q2 2026, its #130 holding.
Coppell Advisory Solutions first reported a position in Chevron in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's Chevron position peaked at $2.75M in Q3 2024.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.