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Clark Wealth Partners’s Chevron CVX Stock Holding History

Clark Wealth Partners’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 		$60.1K Buy
363
+166
+84% +$30.9K 0.03% 103
2026
Q1 		$40.7K Buy
197
+28
+17% +$5.11K 0.03% 116
2025
Q4 		$25.8K Hold
169
– – 0.02% 152
2025
Q3 		$25.8K Buy
169
+42
+33% +$6.5K 0.02% 152
2025
Q2 		$18.2K Sell
127
-4
-3% -$564 0.01% 164
2025
Q1 		$21.9K Buy
131
+1
+0.8% +$157 0.02% 147
2024
Q4 		$18.9K Buy
+130
New +$19.9K 0.01% 136

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clark Wealth Partners's CVX Position: Q2 2026 in Review

Clark Wealth Partners increased its Chevron (CVX) stake by 84% in Q2 2026, buying an estimated $30.9K and bringing the position to 363 shares worth $60.1K. The position accounts for 0.03% of the portfolio, ranked #103.

Clark Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clark Wealth Partners held 363 shares of Chevron worth $60.1K as of Q2 2026.
  • Clark Wealth Partners bought 166 Chevron shares in Q2 2026, an estimated $30.9K.
  • Chevron made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Clark Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.