CMP
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Coston McIsaac & Partners’s Chevron CVX Stock Holding History

Coston McIsaac & Partners’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 		$345K Buy
1,671
+295
+21% +$53.8K 0.08% 104
2025
Q4 		$208K Buy
1,376
+382
+38% +$58.2K 0.05% 146
2025
Q3 		$153K Buy
994
+33
+3% +$5.11K 0.04% 174
2025
Q2 		$137K Buy
961
+1
+0.1% +$141 0.04% 174
2025
Q1 		$160K Buy
960
+329
+52% +$51.5K 0.05% 141
2024
Q4 		$91K Buy
631
+1
+0.2% +$153 0.03% 201
2024
Q3 		$92 Buy
630
+2
+0.3% +$298 0.03% 196
2024
Q2 		$98K Hold
628
– – 0.03% 179
2024
Q1 		$99K Buy
628
+15
+2% +$2.26K 0.03% 180
2023
Q4 		$91K Sell
613
-299
-33% -$45.2K 0.03% 182
2023
Q3 		$153K Buy
912
+308
+51% +$49.7K 0.06% 126
2023
Q2 		$95K Buy
604
+1
+0.2% +$160 0.03% 182
2023
Q1 		$98K Buy
603
+12
+2% +$2.01K 0.04% 171
2022
Q4 		$106 Sell
591
-472
-44% -$82.4K 0.04% 166
2022
Q3 		$152K Buy
1,063
+8
+0.8% +$1.22K 0.07% 113
2022
Q2 		$153K Buy
+1,055
New +$174K 0.09% 76

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

Coston McIsaac & Partners's CVX Position: Q1 2026 in Review

Coston McIsaac & Partners increased its Chevron (CVX) stake by 21% in Q1 2026, buying an estimated $53.8K and bringing the position to 1,671 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #104.

Coston McIsaac & Partners first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Coston McIsaac & Partners held 1,671 shares of Chevron worth $345K as of Q1 2026.
  • Coston McIsaac & Partners bought 295 Chevron shares in Q1 2026, an estimated $53.8K.
  • Chevron made up 0.08% of Coston McIsaac & Partners's portfolio in Q1 2026, its #104 holding.
  • Coston McIsaac & Partners first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.