Clear Creek Financial Management’s Chevron CVX Stock Holding History

Clear Creek Financial Management’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	$2.18M	Buy	13,161 +198	+2%	+$36.9K	0.14%	157
2026 Q1	$2.68M	Sell	12,963 -3,572	-22%	-$651K	0.21%	109
2025 Q4	$2.52M	Buy	16,535 +127	+0.8%	+$19.3K	0.21%	109
2025 Q3	$2.55M	Sell	16,408 -3,848	-19%	-$596K	0.22%	103
2025 Q2	$2.9M	Buy	20,256 +1,199	+6%	+$169K	0.28%	80
2025 Q1	$3.19M	Buy	19,057 +1,338	+8%	+$209K	0.33%	65
2024 Q4	$2.57M	Sell	17,719 -83	-0.5%	-$12.7K	0.28%	79
2024 Q3	$2.62M	Buy	17,802 +920	+5%	+$137K	0.3%	77
2024 Q2	$2.64M	Buy	16,882 +670	+4%	+$107K	0.32%	71
2024 Q1	$2.56M	Buy	16,212 +5,100	+46%	+$770K	0.33%	65
2023 Q4	$1.66M	Sell	11,112 -193	-2%	-$29.2K	0.26%	74
2023 Q3	$1.91M	Buy	11,305 +342	+3%	+$55.2K	0.33%	66
2023 Q2	$1.73M	Buy	10,963 +367	+3%	+$58.8K	0.3%	69
2023 Q1	$1.73M	Buy	10,596 +355	+3%	+$59.5K	0.33%	66
2022 Q4	$1.84M	Sell	10,241 -203	-2%	-$35.4K	0.4%	62
2022 Q3	$1.5M	Buy	10,444 +66	+0.6%	+$10.1K	0.33%	63
2022 Q2	$1.5M	Buy	10,378 +1,843	+22%	+$305K	0.31%	66
2022 Q1	$1.39M	Buy	8,535 +4,780	+127%	+$686K	0.22%	101
2021 Q4	$441K	Sell	3,755 -17,466	-82%	-$1.98M	0.07%	200
2021 Q3	$2.15M	Buy	21,221 +1,797	+9%	+$179K	0.35%	75
2021 Q2	$2.03M	Buy	+19,424	New	+$2.05M	0.31%	87
2021 Q1	–	Sell	-15,119	Closed	-$1.28M	–	88
2020 Q4	$1.28M	Buy	+15,119	New	+$1.22M	0.25%	91
2020 Q3	–	Sell	-10,708	Closed	-$955K	–	115
2020 Q2	$955K	Buy	10,708 +8,276	+340%	+$741K	0.25%	66
2020 Q1	$202K	Sell	2,432 -79	-3%	-$7.81K	0.08%	151
2019 Q4	$293K	Sell	2,511 -493	-16%	-$58.1K	0.12%	91
2019 Q3	$367K	Sell	3,004 -1,280	-30%	-$155K	0.18%	73
2019 Q2	$533K	Buy	+4,284	New	+$518K	0.23%	62

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Clear Creek Financial Management's CVX Position: Q2 2026 in Review

Clear Creek Financial Management increased its Chevron (CVX) stake by 1.5% in Q2 2026, buying an estimated $36.9K and bringing the position to 13,161 shares worth $2.18M. The position accounts for 0.14% of the portfolio, ranked #157.

Clear Creek Financial Management first reported a position in CVX in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q1 2025. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Clear Creek Financial Management held 13,161 shares of Chevron worth $2.18M as of Q2 2026.
Clear Creek Financial Management bought 198 Chevron shares in Q2 2026, an estimated $36.9K.
Chevron made up 0.14% of Clear Creek Financial Management's portfolio in Q2 2026, its #157 holding.
Clear Creek Financial Management first reported a position in Chevron in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's Chevron position peaked at $3.19M in Q1 2025.
1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.