CAM
CVX icon

Clarity Asset Management’s Chevron CVX Stock Holding History

Clarity Asset Management’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 		– Sell
-1,009
Closed -$209K – 109
2026
Q1 		$209K Sell
1,009
-71
-7% -$12.9K 0.11% 64
2025
Q4 		$165K Sell
1,080
-60
-5% -$9.14K 0.09% 42
2025
Q3 		$177K Buy
1,140
+1
+0.1% +$155 0.1% 42
2025
Q2 		$163K Buy
1,139
+5
+0.4% +$705 0.1% 43
2025
Q1 		$190K Buy
1,134
+1
+0.1% +$157 0.12% 35
2024
Q4 		$164K Buy
1,133
+1
+0.1% +$153 0.11% 38
2024
Q3 		$167K Buy
1,132
+2
+0.2% +$298 0.12% 34
2024
Q2 		$177K Buy
1,130
+1
+0.1% +$159 0.13% 34
2024
Q1 		$178K Buy
1,129
+1
+0.1% +$151 0.12% 34
2023
Q4 		$168K Buy
+1,128
New +$171K 0.13% 36

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Clarity Asset Management's CVX Position: Q2 2026 in Review

Clarity Asset Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,009 shares — an estimated $209K sold.

Clarity Asset Management first reported a position in CVX in Q4 2023 and held it in 10 quarters. The position peaked at $209K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clarity Asset Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 1,009 Chevron shares in Q2 2026, an estimated $209K.
  • Clarity Asset Management first reported a position in Chevron in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's Chevron position peaked at $209K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.