J.W. Coons Advisors’s Chevron CVX Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$1.09M	Buy	7,643 +30	+0.4%	+$4.23K	0.25%	93
2025 Q1	$1.27M	Buy	7,613 +516	+7%	+$80.8K	0.34%	72
2024 Q4	$1.03M	Hold	7,097	–	–	0.26%	86
2024 Q3	$1.05M	Hold	7,097	–	–	0.26%	92
2024 Q2	$1.11M	Hold	7,097	–	–	0.27%	82
2024 Q1	$1.12M	Hold	7,097	–	–	0.25%	82
2023 Q4	$1.06M	Buy	7,097 +100	+1%	+$15.1K	0.29%	86
2023 Q3	$1.18M	Hold	6,997	–	–	0.34%	71
2023 Q2	$1.1M	Sell	6,997 -150	-2%	-$24K	0.3%	79
2023 Q1	$1.17M	Sell	7,147 -100	-1%	-$16.8K	0.33%	74
2022 Q4	$1.3M	Buy	7,247 +100	+1%	+$17.5K	0.39%	64
2022 Q3	$1.03M	Buy	7,147 +100	+1%	+$15.3K	0.39%	74
2022 Q2	$1.02M	Hold	7,047	–	–	0.36%	71
2022 Q1	$1.15M	Buy	7,047 +66	+0.9%	+$9.46K	0.34%	75
2021 Q4	$821K	Sell	6,981 -1,000	-13%	-$114K	0.25%	105
2021 Q3	$808K	Sell	7,981 -122	-2%	-$12.2K	0.28%	94
2021 Q2	$847K	Sell	8,103 -250	-3%	-$26.4K	0.3%	88
2021 Q1	$873K	Sell	8,353 -200	-2%	-$19.5K	0.31%	89
2020 Q4	$722K	Sell	8,553 -910	-10%	-$73.7K	0.28%	98
2020 Q3	$683K	Sell	9,463 -496	-5%	-$41.7K	0.28%	97
2020 Q2	$890K	Sell	9,959 -1,996	-17%	-$179K	0.4%	68
2020 Q1	$865K	Buy	+11,955	New	+$1.18M	0.45%	63

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J.W. Coons Advisors's CVX Position: Q2 2025 in Review

J.W. Coons Advisors increased its Chevron (CVX) stake by 0.39% in Q2 2025, buying an estimated $4.23K and bringing the position to 7,643 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #93.

J.W. Coons Advisors first reported a position in CVX in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

J.W. Coons Advisors held 7,643 shares of Chevron worth $1.09M as of Q2 2025.
J.W. Coons Advisors bought 30 Chevron shares in Q2 2025, an estimated $4.23K.
Chevron made up 0.25% of J.W. Coons Advisors's portfolio in Q2 2025, its #93 holding.
J.W. Coons Advisors first reported a position in Chevron in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Chevron position peaked at $1.3M in Q4 2022.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.