Clarius Group LLC’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.76M Sell
11,533
-2,287
-17% -$348K 0.1% 81
2025
Q3
$2.15M Sell
13,820
-1,733
-11% -$268K 0.13% 68
2025
Q2
$2.23M Sell
15,553
-96
-0.6% -$13.5K 0.13% 71
2025
Q1
$2.62M Buy
15,649
+2,710
+21% +$424K 0.16% 63
2024
Q4
$1.87M Buy
12,939
+868
+7% +$133K 0.13% 79
2024
Q3
$1.71M Sell
12,071
-1,903
-14% -$283K 0.12% 83
2024
Q2
$2.19M Sell
13,974
-590
-4% -$94.1K 0.16% 62
2024
Q1
$2.3M Sell
14,564
-1,456
-9% -$220K 0.16% 64
2023
Q4
$2.39M Sell
16,020
-281
-2% -$42.5K 0.2% 61
2023
Q3
$2.75M Sell
16,301
-3,569
-18% -$576K 0.26% 50
2023
Q2
$3.13M Buy
19,870
+395
+2% +$63.3K 0.24% 51
2023
Q1
$3.18M Sell
19,475
-1,290
-6% -$216K 0.27% 45
2022
Q4
$3.73M Buy
20,765
+599
+3% +$105K 0.34% 44
2022
Q3
$2.9M Buy
20,166
+3,177
+19% +$485K 0.29% 44
2022
Q2
$2.46M Buy
16,989
+554
+3% +$91.6K 0.25% 52
2022
Q1
$1.93M Hold
16,435
0.15% 81
2021
Q4
$1.93M Buy
16,435
+1,074
+7% +$122K 0.15% 81
2021
Q3
$1.56M Buy
15,361
+441
+3% +$44K 0.14% 84
2021
Q2
$1.56M Buy
14,920
+55
+0.4% +$5.81K 0.14% 89
2021
Q1
$1.56M Buy
14,865
+2,995
+25% +$292K 0.15% 81
2020
Q4
$1M Buy
11,870
+2,312
+24% +$187K 0.11% 94
2020
Q3
$688K Sell
9,558
-5,693
-37% -$479K 0.09% 105
2020
Q2
$1.36M Sell
15,251
-8,003
-34% -$716K 0.19% 64
2020
Q1
$1.69M Buy
23,254
+6,665
+40% +$659K 0.32% 43
2019
Q4
$1.93M Buy
16,589
+255
+2% +$30K 0.31% 44
2019
Q3
$1.94M Buy
16,334
+1,312
+9% +$159K 0.36% 43
2019
Q2
$1.87M Buy
15,022
+3,497
+30% +$423K 0.38% 40
2019
Q1
$1.42M Buy
11,525
+5,999
+109% +$710K 0.35% 43
2018
Q4
$601K Buy
5,526
+2,002
+57% +$232K 0.22% 55
2018
Q3
$431K Buy
+3,524
New +$428K 0.15% 67
2017
Q3
Sell
-3,026
Closed -$316K 78
2017
Q2
$316K Buy
3,026
+30
+1% +$3.18K 0.13% 64
2017
Q1
$322K Sell
2,996
-400
-12% -$44.9K 0.13% 65
2016
Q4
$400K Hold
3,396
0.17% 56
2016
Q3
$349K Sell
3,396
-237
-7% -$24.2K 0.16% 61
2016
Q2
$381K Buy
+3,633
New +$365K 0.2% 56
2016
Q1
Sell
-2,938
Closed -$264K 89
2015
Q4
$264K Buy
+2,938
New +$265K 0.15% 60

Other funds holding CVX

Clarius Group LLC's CVX Position: Q4 2025 in Review

Clarius Group LLC reduced its Chevron (CVX) stake by 17% in Q4 2025, selling an estimated $348K and leaving 11,533 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #81.

Clarius Group LLC first reported a position in CVX in Q4 2015 and has held it in 36 quarters since. The position peaked at $3.73M in Q4 2022. 3,963 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Clarius Group LLC held 11,533 shares of Chevron worth $1.76M as of Q4 2025.
  • Clarius Group LLC sold 2,287 Chevron shares in Q4 2025, an estimated $348K.
  • Chevron made up 0.1% of Clarius Group LLC's portfolio in Q4 2025, its #81 holding.
  • Clarius Group LLC first reported a position in Chevron in Q4 2015 and has held it in 36 quarters since.
  • Clarius Group LLC's Chevron position peaked at $3.73M in Q4 2022.
  • 3,963 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.