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Clarion Wealth Managment Partners’s Chevron CVX Stock Holding History

Clarion Wealth Managment Partners’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
Q1 		$695K Buy
3,357
+752
+29% +$137K 0.63% 39
2025
Q4 		$397K Sell
2,605
-507
-16% -$77.2K 0.37% 57
2025
Q3 		$483K Buy
3,112
+221
+8% +$34.2K 0.48% 50
2025
Q2 		$414K Buy
+2,891
New +$408K 0.45% 54

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clarion Wealth Managment Partners's CVX Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its Chevron (CVX) stake by 29% in Q1 2026, buying an estimated $137K and bringing the position to 3,357 shares worth $695K. The position accounts for 0.63% of the portfolio, ranked #39.

Clarion Wealth Managment Partners first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Clarion Wealth Managment Partners held 3,357 shares of Chevron worth $695K as of Q1 2026.
  • Clarion Wealth Managment Partners bought 752 Chevron shares in Q1 2026, an estimated $137K.
  • Chevron made up 0.63% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #39 holding.
  • Clarion Wealth Managment Partners first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.