Clarity Wealth Advisors’s Chevron CVX Stock Holding History

Clarity Wealth 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	$559K	Buy	3,372 +140	+4%	+$26.1K	0.1%	68
2026 Q1	$669K	Sell	3,232 -853	-21%	-$156K	0.14%	55
2025 Q4	$623K	Sell	4,085 -32	-0.8%	-$4.87K	0.13%	59
2025 Q3	$639K	Sell	4,117 -53	-1%	-$8.21K	0.14%	55
2025 Q2	$597K	Buy	4,170 +69	+2%	+$9.73K	0.15%	56
2025 Q1	$686K	Buy	4,101 +57	+1%	+$8.92K	0.19%	48
2024 Q4	$586K	Buy	4,044 +1	+0%	+$153	0.16%	52
2024 Q3	$595K	Sell	4,043 -32	-0.8%	-$4.76K	0.17%	49
2024 Q2	$637K	Sell	4,075 -120	-3%	-$19.1K	0.21%	44
2024 Q1	$662K	Buy	4,195 +119	+3%	+$18K	0.22%	43
2023 Q4	$608K	Buy	4,076 +2	+0%	+$302	0.23%	44
2023 Q3	$687K	Buy	4,074 +1	+0%	+$162	0.31%	38
2023 Q2	$641K	Buy	4,073 +34	+0.8%	+$5.45K	0.29%	40
2023 Q1	$659K	Sell	4,039 -17	-0.4%	-$2.85K	0.34%	38
2022 Q4	$728K	Sell	4,056 -495	-11%	-$86.4K	0.42%	34
2022 Q3	$653K	Sell	4,551 -164	-3%	-$25K	0.39%	36
2022 Q2	$682K	Buy	4,715 +180	+4%	+$29.8K	0.39%	36
2022 Q1	$738K	Buy	+4,535	New	+$650K	0.35%	37

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clarity Wealth Advisors's CVX Position: Q2 2026 in Review

Clarity Wealth Advisors increased its Chevron (CVX) stake by 4.3% in Q2 2026, buying an estimated $26.1K and bringing the position to 3,372 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #68.

Clarity Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $738K in Q1 2022. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Clarity Wealth Advisors held 3,372 shares of Chevron worth $559K as of Q2 2026.
Clarity Wealth Advisors bought 140 Chevron shares in Q2 2026, an estimated $26.1K.
Chevron made up 0.1% of Clarity Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Clarity Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
Clarity Wealth Advisors's Chevron position peaked at $738K in Q1 2022.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.