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Clark Financial Services Group’s Chevron CVX Stock Holding History

Clark Financial Services Group’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
Q1 		– Sell
-2,623
Closed -$430K – 115
2025
Q4 		$430K Sell
2,623
-19
-0.7% -$2.89K 0.23% 71
2025
Q3 		$410K Buy
2,642
+232
+10% +$35.9K 0.22% 72
2025
Q2 		$345K Buy
2,410
+31
+1% +$4.37K 0.21% 77
2025
Q1 		$398K Buy
2,379
+17
+0.7% +$2.66K 0.28% 45
2024
Q4 		$342K Sell
2,362
-20
-0.8% -$3.06K 0.26% 52
2024
Q3 		$351K Buy
2,382
+4
+0.2% +$595 0.32% 41
2024
Q2 		$372K Sell
2,378
-1,606
-40% -$256K 0.39% 30
2024
Q1 		$629K Sell
3,984
-76
-2% -$11.5K 0.76% 19
2023
Q4 		$605K Sell
4,060
-12
-0.3% -$1.81K 0.78% 22
2023
Q3 		$687K Sell
4,072
-126
-3% -$20.4K 0.94% 17
2023
Q2 		$661K Sell
4,198
-9
-0.2% -$1.44K 0.89% 17
2023
Q1 		$687K Sell
4,207
-8
-0.2% -$1.34K 1.01% 16
2022
Q4 		$756K Sell
4,215
-51
-1% -$8.9K 0.87% 16
2022
Q3 		$613K Buy
+4,266
New +$651K 0.64% 24
2022
Q1 		$699K Sell
4,295
-45
-1% -$6.45K 0.51% 30
2021
Q4 		$510K Sell
4,340
-22
-0.5% -$2.5K 0.34% 38
2021
Q3 		$443K Buy
4,362
+490
+13% +$48.9K 0.34% 41
2021
Q2 		$406K Buy
3,872
+130
+3% +$13.7K 0.32% 44
2021
Q1 		$392K Buy
+3,742
New +$365K 0.33% 48
2020
Q2 		$624K Buy
+4,307
New +$386K 0.97% 21

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clark Financial Services Group's CVX Position: Q1 2026 in Review

Clark Financial Services Group sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,623 shares — an estimated $430K sold.

Clark Financial Services Group first reported a position in CVX in Q2 2020 and held it in 20 quarters. The position peaked at $756K in Q4 2022. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Clark Financial Services Group reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 2,623 Chevron shares in Q1 2026, an estimated $430K.
  • Clark Financial Services Group first reported a position in Chevron in Q2 2020 and held it in 20 quarters.
  • Clark Financial Services Group's Chevron position peaked at $756K in Q4 2022.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.