Clare Market Investments’s Chevron CVX Stock Holding History

Clare Market Investments’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	$1.71M	Buy	10,286 +7,086	+221%	+$1.32M	0.31%	47
2026 Q1	$662K	Buy	+3,200	New	+$584K	0.14%	97
2025 Q3	$449K	Hold	2,890	–	–	0.09%	110
2025 Q2	$414K	Sell	2,890 -151	-5%	-$21.3K	0.09%	105
2025 Q1	$509K	Sell	3,041 -574	-16%	-$89.9K	0.13%	89
2024 Q4	$524K	Sell	3,615 -61	-2%	-$9.34K	0.12%	92
2024 Q3	$541K	Sell	3,676 -172	-4%	-$25.6K	0.14%	83
2024 Q2	$602K	Buy	3,848 +23	+0.6%	+$3.67K	0.17%	71
2024 Q1	$603K	Buy	3,825 +1,557	+69%	+$235K	0.19%	74
2023 Q4	$338K	Buy	+2,268	New	+$343K	0.12%	106
2023 Q2	–	Sell	-1,529	Closed	-$249K	–	133
2023 Q1	$249K	Buy	1,529 +164	+12%	+$27.5K	0.1%	103
2022 Q4	$245K	Sell	1,365 -1,310	-49%	-$229K	0.11%	104
2022 Q3	$384K	Buy	+2,675	New	+$408K	0.17%	83
2022 Q1	–	Sell	-1,975	Closed	-$232K	–	164
2021 Q4	$232K	Buy	+1,975	New	+$224K	0.06%	134
2019 Q2	–	Sell	-1,870	Closed	-$230K	–	103
2019 Q1	$230K	Buy	+1,870	New	+$221K	0.2%	81

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Clare Market Investments's CVX Position: Q2 2026 in Review

Clare Market Investments increased its Chevron (CVX) stake by 221% in Q2 2026, buying an estimated $1.32M and bringing the position to 10,286 shares worth $1.71M. The position accounts for 0.31% of the portfolio, ranked #47.

Clare Market Investments first reported a position in CVX in Q1 2019 and has held it in 15 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Clare Market Investments held 10,286 shares of Chevron worth $1.71M as of Q2 2026.
Clare Market Investments bought 7,086 Chevron shares in Q2 2026, an estimated $1.32M.
Chevron made up 0.31% of Clare Market Investments's portfolio in Q2 2026, its #47 holding.
Clare Market Investments first reported a position in Chevron in Q1 2019 and has held it in 15 quarters since.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.