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Clark & Stuart Inc’s Chevron CVX Stock Holding History

Clark & Stuart Inc’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 		$640K Buy
3,858
+78
+2% +$14.5K 0.4% 36
2026
Q1 		$782K Sell
3,780
-11,305
-75% -$2.06M 0.53% 32
2025
Q4 		$2.3M Sell
15,085
-277
-2% -$42.2K 1.58% 21
2025
Q3 		$2.39M Sell
15,362
-165
-1% -$25.6K 1.71% 20
2025
Q2 		$2.22M Buy
15,527
+100
+0.6% +$14.1K 1.67% 19
2025
Q1 		$2.58M Hold
15,427
– – 1.88% 19
2024
Q4 		$2.23M Buy
+15,427
New +$2.36M 1.64% 20

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Clark & Stuart Inc's CVX Position: Q2 2026 in Review

Clark & Stuart Inc increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,858 shares worth $640K. The position accounts for 0.4% of the portfolio, ranked #36.

Clark & Stuart Inc first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clark & Stuart Inc held 3,858 shares of Chevron worth $640K as of Q2 2026.
  • Clark & Stuart Inc bought 78 Chevron shares in Q2 2026, an estimated $14.5K.
  • Chevron made up 0.4% of Clark & Stuart Inc's portfolio in Q2 2026, its #36 holding.
  • Clark & Stuart Inc first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Clark & Stuart Inc's Chevron position peaked at $2.58M in Q1 2025.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.