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Claris Advisors’s Chevron CVX Stock Holding History

Claris 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
2026
Q1 		$448K Sell
2,167
-39
-2% -$7.11K 0.13% 46
2025
Q4 		$336K Sell
2,206
-261
-11% -$39.8K 0.1% 52
2025
Q3 		$353K Hold
2,467
– – 0.12% 51
2025
Q2 		$353K Buy
2,467
+208
+9% +$29.3K 0.12% 51
2025
Q1 		$378K Sell
2,259
-45
-2% -$7.04K 0.14% 50
2024
Q4 		$334K Buy
2,304
+372
+19% +$56.9K 0.13% 49
2024
Q3 		$285K Hold
1,932
– – 0.12% 45
2024
Q2 		$302K Sell
1,932
-80
-4% -$12.8K 0.16% 42
2024
Q1 		$317K Hold
2,012
– – 0.16% 40
2023
Q4 		$300K Hold
2,012
– – 0.17% 41
2023
Q3 		$339K Hold
2,012
– – 0.22% 33
2023
Q2 		$317K Hold
2,012
– – 0.22% 34
2023
Q1 		$328K Sell
2,012
-140
-7% -$23.5K 0.24% 30
2022
Q4 		$386K Hold
2,152
– – 0.37% 28
2022
Q3 		$309K Sell
2,152
-50
-2% -$7.63K 0.36% 28
2022
Q2 		$319K Buy
2,202
+50
+2% +$8.27K 0.35% 29
2022
Q1 		$350K Buy
2,152
+13
+0.6% +$1.86K 0.37% 29
2021
Q4 		$251K Buy
+2,139
New +$243K 0.27% 40

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 $295B AUM 31.6% 1-Year Est. Return

Claris Advisors's CVX Position: Q1 2026 in Review

Claris Advisors reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $7.11K and leaving 2,167 shares worth $448K. The position accounts for 0.13% of the portfolio, ranked #46.

Claris Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Claris Advisors held 2,167 shares of Chevron worth $448K as of Q1 2026.
  • Claris Advisors sold 39 Chevron shares in Q1 2026, an estimated $7.11K.
  • Chevron made up 0.13% of Claris Advisors's portfolio in Q1 2026, its #46 holding.
  • Claris Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.