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Clayton Financial Group’s Chevron CVX Stock Holding History

Clayton Financial 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
Q2 		– Sell
-1,275
Closed -$264K – 187
2026
Q1 		$264K Hold
1,275
– – 0.14% 65
2025
Q4 		$194K Buy
1,275
+1,159
+999% +$177K 0.1% 76
2025
Q3 		$18K Buy
+116
New +$18K 0.01% 123
2025
Q2 		– Sell
-1,702
Closed -$285K – 45
2025
Q1 		$285K Buy
1,702
+75
+5% +$11.7K 0.1% 91
2024
Q4 		$236K Hold
1,627
– – 0.08% 110
2024
Q3 		$240K Buy
+1,627
New +$242K 0.09% 105

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Clayton Financial Group's CVX Position: Q2 2026 in Review

Clayton Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,275 shares — an estimated $264K sold.

Clayton Financial Group first reported a position in CVX in Q3 2024 and held it in 6 quarters. The position peaked at $285K in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clayton Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,275 Chevron shares in Q2 2026, an estimated $264K.
  • Clayton Financial Group first reported a position in Chevron in Q3 2024 and held it in 6 quarters.
  • Clayton Financial Group's Chevron position peaked at $285K in Q1 2025.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.