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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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coppell Advisory Solutions's CVX Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Chevron (CVX) in Q1 2026, closing a stake of 12,238 shares — an estimated $1.86M sold.

Coppell Advisory Solutions first reported a position in CVX in Q4 2020 and held it in 13 quarters. The position peaked at $2.75M in Q3 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 12,238 Chevron shares in Q1 2026, an estimated $1.86M.
  • Coppell Advisory Solutions first reported a position in Chevron in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Chevron position peaked at $2.75M in Q3 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.