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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
Q2 		$359K Hold
2,167
– – 0.09% 52
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Claris Advisors's CVX Position: Q2 2026 in Review

Claris Advisors held its Chevron (CVX) position steady in Q2 2026 at 2,167 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #52.

Claris Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $448K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Claris Advisors held 2,167 shares of Chevron worth $359K as of Q2 2026.
  • Claris Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.09% of Claris Advisors's portfolio in Q2 2026, its #52 holding.
  • Claris Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Claris Advisors's Chevron position peaked at $448K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.