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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
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% -$2.73K 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% -$9.88K 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 $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clarus Wealth Advisors's CVX Position: Q2 2026 in Review

Clarus Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,505 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #82.

Clarus Wealth Advisors first reported a position in CVX in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.66M in Q4 2017. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clarus Wealth Advisors held 1,505 shares of Chevron worth $265K as of Q2 2026.
  • Clarus Wealth Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.1% of Clarus Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Clarus Wealth Advisors first reported a position in Chevron in Q4 2017 and has held it in 25 quarters since.
  • Clarus Wealth Advisors's Chevron position peaked at $1.66M in Q4 2017.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.