Coastwise Capital Group, LLC

Position in CVX — Chevron Corp

CIK 1934500 LA JOLLA, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,584,334

-$273,007 QoQ

Shares Held

9,558

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#1,963

of 4,109 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Coastwise Capital Group, LLC holds $2,186,988 across 2 Oil & Gas Integrated names. CVX ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp This page	9,558	$1,584,334
2	BP	Bp PLC	16,310	$602,654

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,584,334	9,558	+6.5%	Shares	Sole	2026-07-16
2026-03-31	$1,857,341	8,977	+2.7%	Shares	Sole	2026-05-08
2025-12-31	$1,332,520	8,743	+1.4%	Shares	Sole	2026-02-12
2025-09-30	$1,339,376	8,625	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$1,218,403	8,509	+4.5%	Shares	Sole	2025-07-11
2025-03-31	$1,361,907	8,141	+34.1%	Shares	Sole	2025-05-05
2024-12-31	$879,033	6,069	-3.9%	Shares	Sole	2025-01-23
2024-09-30	$930,304	6,317	+36.4%	Shares	Sole	2024-11-14
2024-06-30	$724,537	4,632	+5.2%	Shares	Sole	2024-08-14
2024-03-31	$694,371	4,402	+6.9%	Shares	Sole	2024-05-14
2023-12-31	$614,240	4,118	+2.3%	Shares	Sole	2024-02-14
2023-09-30	$678,864	4,026	+14.6%	Shares	Sole	2023-11-13
2023-06-30	$552,927	3,514	+7.7%	Shares	Sole	2023-08-10
2023-03-31	$532,391	3,263	+16.2%	Shares	Sole	2023-05-11
2022-12-31	$504,007	2,808	-19.1%	Shares	Sole	2023-02-14
2022-09-30	$498,822	3,472	-8.2%	Shares	Sole	2022-11-10
2022-06-30	$547,847	3,784	-21.6%	Shares	Sole	2022-08-15
2022-03-31	$785,980	4,827	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.