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Clark Asset Management’s Chevron CVX Stock Holding History

Clark 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 		$373K Buy
2,251
+258
+13% +$48K 0.03% 183
2026
Q1 		$412K Buy
1,993
+406
+26% +$74K 0.04% 142
2025
Q4 		$242K Buy
1,587
+172
+12% +$26.2K 0.03% 201
2025
Q3 		$220K Sell
1,415
-158
-10% -$24.5K 0.03% 193
2025
Q2 		$225K Sell
1,573
-240
-13% -$33.8K 0.03% 176
2025
Q1 		$303K Buy
+1,813
New +$284K 0.05% 115
2024
Q4 		– Sell
-1,702
Closed -$251K – 141
2024
Q3 		$251K Buy
+1,702
New +$253K 0.05% 107

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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Clark Asset Management increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $48K and bringing the position to 2,251 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #183.

Clark Asset Management first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $412K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clark Asset Management held 2,251 shares of Chevron worth $373K as of Q2 2026.
  • Clark Asset Management bought 258 Chevron shares in Q2 2026, an estimated $48K.
  • Chevron made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #183 holding.
  • Clark Asset Management first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • Clark Asset Management's Chevron position peaked at $412K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.