Clarus Wealth Advisors
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Clarus Wealth Advisors’s Chevron CVX Stock Holding History

Clarus Wealth Advisors’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
Q3 		$319K Hold
1,505
– – 0.12% 83
2026
Q2 		$265K Hold
1,505
– – 0.1% 82
2026
Q1 		$303K Hold
1,505
– – 0.13% 78
2025
Q4 		$247K Sell
1,505
-115
-7% -$17.5K 0.1% 80
2025
Q3 		$249K Buy
+1,620
New +$251K 0.11% 79
2023
Q2 		– Sell
-1,369
Closed -$230K – 129
2023
Q1 		$230K Sell
1,369
-1,029
-43% -$173K 0.14% 109
2022
Q4 		$422K Sell
2,398
-377
-14% -$65.8K 0.28% 78
2022
Q3 		$436K Buy
2,775
+217
+8% +$33.1K 0.31% 61
2022
Q2 		$362K Hold
2,558
– – 0.25% 73
2022
Q1 		$424K Sell
2,558
-19
-0.7% -$2.72K 0.26% 68
2021
Q4 		$328K Hold
2,577
– – 0.19% 77
2021
Q3 		$273K Buy
+2,577
New +$257K 0.17% 85
2021
Q2 		– Sell
-8,257
Closed -$850K – 105
2021
Q1 		$850K Sell
8,257
-109
-1% -$10.6K 0.53% 42
2020
Q4 		$766K Sell
8,366
-6
-0.1% -$486 0.51% 40
2020
Q3 		$605K Sell
8,372
-380
-4% -$32K 0.47% 42
2020
Q2 		$755K Buy
8,752
+69
+0.8% +$6.18K 0.64% 34
2020
Q1 		$652K Sell
8,683
-100
-1% -$9.9K 0.65% 39
2019
Q4 		$1.03M Sell
8,783
-590
-6% -$69.5K 0.68% 30
2019
Q3 		$1.11M Sell
9,373
-2,723
-23% -$331K 0.81% 21
2019
Q2 		$1.5M Sell
12,096
-869
-7% -$105K 1.09% 17
2019
Q1 		$1.6M Buy
12,965
+3
+0% +$355 1.19% 16
2018
Q4 		$1.41M Buy
12,962
+7
+0.1% +$811 2.22% 5
2018
Q3 		$1.58M Buy
12,955
+7,834
+153% +$950K 1.03% 11
2018
Q2 		$584K Hold
5,121
– – 0.44% 24
2018
Q1 		$584K Sell
5,121
-8,129
-61% -$972K 0.54% 24
2017
Q4 		$1.66M Buy
+13,250
New +$1.57M 1.6% 10

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Clarus Wealth Advisors's CVX Position: Q3 2026 in Review

Clarus Wealth Advisors held its Chevron (CVX) position steady in Q3 2026 at 1,505 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #83.

Clarus Wealth Advisors first reported a position in CVX in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.66M in Q4 2017. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Clarus Wealth Advisors held 1,505 shares of Chevron worth $319K as of Q3 2026.
  • Clarus Wealth Advisors left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.12% of Clarus Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Clarus Wealth Advisors first reported a position in Chevron in Q4 2017 and has held it in 26 quarters since.
  • Clarus Wealth Advisors's Chevron position peaked at $1.66M in Q4 2017.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.