CF
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Clarity Financial’s Chevron CVX Stock Holding History

Clarity Financial’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 		$607K Sell
3,663
-1,086
-23% -$202K 0.05% 69
2026
Q1 		$983K Sell
4,749
-241
-5% -$43.9K 0.11% 47
2025
Q4 		$761K Buy
4,990
+266
+6% +$40.5K 0.07% 59
2025
Q3 		$734K Sell
4,724
-51
-1% -$7.9K 0.07% 61
2025
Q2 		$684K Buy
4,775
+550
+13% +$77.5K 0.07% 58
2025
Q1 		$707K Sell
4,225
-1,389
-25% -$217K 0.08% 54
2024
Q4 		$813K Sell
5,614
-396
-7% -$60.6K 0.1% 56
2024
Q3 		$885K Buy
6,010
+285
+5% +$42.4K 0.1% 68
2024
Q2 		$895K Buy
5,725
+343
+6% +$54.7K 0.13% 57
2024
Q1 		$849K Buy
5,382
+370
+7% +$55.8K 0.13% 57
2023
Q4 		$748K Buy
5,012
+283
+6% +$42.8K 0.13% 52
2023
Q3 		$797K Buy
4,729
+233
+5% +$37.6K 0.13% 59
2023
Q2 		$707K Buy
+4,496
New +$721K 0.1% 61
2023
Q1 		– Sell
-4,680
Closed -$840K – 41
2022
Q4 		$840K Buy
4,680
+2,045
+78% +$357K 0.16% 48
2022
Q3 		$379K Buy
2,635
+596
+29% +$90.9K 0.09% 64
2022
Q2 		$295K Sell
2,039
-751
-27% -$124K 0.06% 74
2022
Q1 		$454K Buy
2,790
+61
+2% +$8.75K 0.09% 66
2021
Q4 		$320K Buy
2,729
+100
+4% +$11.4K 0.05% 83
2021
Q3 		$267K Buy
2,629
+100
+4% +$9.97K 0.04% 80
2021
Q2 		$265K Sell
2,529
-1,005
-28% -$106K 0.05% 93
2021
Q1 		$370K Sell
3,534
-66,075
-95% -$6.45M 0.07% 92
2020
Q4 		$5.88M Buy
+69,609
New +$5.64M 1.41% 16

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Clarity Financial's CVX Position: Q2 2026 in Review

Clarity Financial reduced its Chevron (CVX) stake by 23% in Q2 2026, selling an estimated $202K and leaving 3,663 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #69.

Clarity Financial first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.88M in Q4 2020. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clarity Financial held 3,663 shares of Chevron worth $607K as of Q2 2026.
  • Clarity Financial sold 1,086 Chevron shares in Q2 2026, an estimated $202K.
  • Chevron made up 0.05% of Clarity Financial's portfolio in Q2 2026, its #69 holding.
  • Clarity Financial first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Clarity Financial's Chevron position peaked at $5.88M in Q4 2020.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.