CLA (CliftonLarsonAllen) Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.75M | Buy |
22,598
+8,759
| +63% | +$1.63M | 0.05% | 120 |
|
|
2026
Q1 | $2.86M | Sell |
13,839
-355
| -3% | -$64.7K | 0.04% | 122 |
|
|
2025
Q4 | $2.16M | Buy |
14,194
+2,143
| +18% | +$326K | 0.03% | 131 |
|
|
2025
Q3 | $1.87M | Buy |
12,051
+421
| +4% | +$65.2K | 0.03% | 135 |
|
|
2025
Q2 | $1.67M | Sell |
11,630
-363
| -3% | -$51.2K | 0.03% | 137 |
|
|
2025
Q1 | $2.01M | Sell |
11,993
-2,264
| -16% | -$354K | 0.04% | 125 |
|
|
2024
Q4 | $2.06M | Buy |
14,257
+1,480
| +12% | +$227K | 0.04% | 113 |
|
|
2024
Q3 | $1.88M | Sell |
12,777
-105
| -0.8% | -$15.6K | 0.04% | 119 |
|
|
2024
Q2 | $2.01M | Buy |
12,882
+398
| +3% | +$63.5K | 0.04% | 106 |
|
|
2024
Q1 | $1.97M | Buy |
12,484
+330
| +3% | +$49.8K | 0.04% | 99 |
|
|
2023
Q4 | $1.81M | Buy |
12,154
+467
| +4% | +$70.6K | 0.05% | 110 |
|
|
2023
Q3 | $1.97M | Buy |
11,687
+89
| +0.8% | +$14.4K | 0.06% | 97 |
|
|
2023
Q2 | $1.82M | Sell |
11,598
-1,325
| -10% | -$212K | 0.05% | 109 |
|
|
2023
Q1 | $2.11M | Buy |
12,923
+2,208
| +21% | +$370K | 0.06% | 98 |
|
|
2022
Q4 | $1.92M | Buy |
10,715
+340
| +3% | +$59.3K | 0.07% | 106 |
|
|
2022
Q3 | $1.49M | Buy |
10,375
+337
| +3% | +$51.4K | 0.18% | 46 |
|
|
2022
Q2 | $1.45M | Sell |
10,038
-1,351
| -12% | -$223K | 0.06% | 118 |
|
|
2022
Q1 | $1.85M | Buy |
11,389
+839
| +8% | +$120K | 0.07% | 110 |
|
|
2021
Q4 | $1.24M | Sell |
10,550
-152
| -1% | -$17.3K | 0.05% | 121 |
|
|
2021
Q3 | $1.09M | Sell |
10,702
-58
| -0.5% | -$5.79K | 0.04% | 139 |
|
|
2021
Q2 | $1.13M | Buy |
10,760
+19
| +0.2% | +$2.01K | 0.05% | 139 |
|
|
2021
Q1 | $1.13M | Sell |
10,741
-1,698
| -14% | -$166K | 0.05% | 120 |
|
|
2020
Q4 | $1.05M | Buy |
12,439
+3
| +0% | +$243 | 0.05% | 114 |
|
|
2020
Q3 | $895K | Sell |
12,436
-1,080
| -8% | -$90.8K | 0.05% | 118 |
|
|
2020
Q2 | $1.21M | Buy |
+13,516
| New | +$1.21M | 0.07% | 100 |
|
|
2019
Q4 | $1.8M | Sell |
14,930
-239
| -2% | -$28.1K | 0.14% | 81 |
|
|
2019
Q3 | $1.8M | Buy |
+15,169
| New | +$1.84M | 0.16% | 74 |
|
|
2017
Q4 | – | Sell |
-15,125
| Closed | -$1.78M | – | 130 |
|
|
2017
Q3 | $1.78M | Sell |
15,125
-804
| -5% | -$87.8K | 0.19% | 64 |
|
|
2017
Q2 | $1.66M | Buy |
15,929
+2,541
| +19% | +$269K | 0.19% | 67 |
|
|
2017
Q1 | $1.44M | Sell |
13,388
-778
| -5% | -$87.3K | 0.16% | 77 |
|
|
2016
Q4 | $1.67M | Buy |
14,166
+1,603
| +13% | +$175K | 0.19% | 64 |
|
|
2016
Q3 | $1.29M | Buy |
12,563
+381
| +3% | +$38.9K | 0.16% | 75 |
|
|
2016
Q2 | $1.28M | Buy |
+12,182
| New | +$1.23M | 0.18% | 68 |
|
|
2015
Q3 | – | Sell |
-8,637
| Closed | -$833K | – | 115 |
|
|
2015
Q2 | $833K | Buy |
+8,637
| New | +$907K | 0.17% | 76 |
|
Other funds holding CVX
AACR
CLA (CliftonLarsonAllen) Wealth Advisors's CVX Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its Chevron (CVX) stake by 63% in Q2 2026, buying an estimated $1.63M and bringing the position to 22,598 shares worth $3.75M. The position accounts for 0.05% of the portfolio, ranked #120.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CVX in Q2 2015 and has held it in 34 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 22,598 shares of Chevron worth $3.75M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 8,759 Chevron shares in Q2 2026, an estimated $1.63M.
- Chevron made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #120 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Chevron in Q2 2015 and has held it in 34 quarters since.
- 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.