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Coyle Financial Counsel’s Chevron CVX Stock Holding History

Coyle Financial Counsel’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 		$386K Sell
1,867
-265
-12% -$48.3K 0.08% 81
2025
Q4 		$325K Buy
2,132
+652
+44% +$99.3K 0.07% 90
2025
Q3 		$230K Buy
+1,480
New +$229K 0.05% 92
2025
Q2 		– Sell
-1,677
Closed -$281K – 92
2025
Q1 		$281K Buy
1,677
+137
+9% +$21.4K 0.09% 66
2024
Q4 		$223K Buy
+1,540
New +$236K 0.07% 71
2018
Q3 		– Sell
-147
Closed -$19K – 94
2018
Q2 		$19K Sell
147
-35
-19% -$4.34K 0.02% 83
2018
Q1 		$21K Buy
+182
New +$21.8K 0.02% 69
2016
Q3 		– Sell
-2,190
Closed -$230K – 46
2016
Q2 		$230K Buy
+2,190
New +$220K 0.33% 44

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

Coyle Financial Counsel's CVX Position: Q1 2026 in Review

Coyle Financial Counsel reduced its Chevron (CVX) stake by 12% in Q1 2026, selling an estimated $48.3K and leaving 1,867 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #81.

Coyle Financial Counsel first reported a position in CVX in Q2 2016 and has held it in 8 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Coyle Financial Counsel held 1,867 shares of Chevron worth $386K as of Q1 2026.
  • Coyle Financial Counsel sold 265 Chevron shares in Q1 2026, an estimated $48.3K.
  • Chevron made up 0.08% of Coyle Financial Counsel's portfolio in Q1 2026, its #81 holding.
  • Coyle Financial Counsel first reported a position in Chevron in Q2 2016 and has held it in 8 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.