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 Q2	$347K	Buy	2,092 +225	+12%	+$41.9K	0.06%	96
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

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

Coyle Financial Counsel's CVX Position: Q2 2026 in Review

Coyle Financial Counsel increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $41.9K and bringing the position to 2,092 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #96.

Coyle Financial Counsel first reported a position in CVX in Q2 2016 and has held it in 9 quarters since. The position peaked at $386K in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Coyle Financial Counsel held 2,092 shares of Chevron worth $347K as of Q2 2026.
Coyle Financial Counsel bought 225 Chevron shares in Q2 2026, an estimated $41.9K.
Chevron made up 0.06% of Coyle Financial Counsel's portfolio in Q2 2026, its #96 holding.
Coyle Financial Counsel first reported a position in Chevron in Q2 2016 and has held it in 9 quarters since.
Coyle Financial Counsel's Chevron position peaked at $386K in Q1 2026.
4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.