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Clear Investment Research’s Chevron CVX Stock Holding History

Clear Investment Research’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
-385
Closed -$79.7K – 87
2026
Q1 		$79.7K Buy
+385
New +$70.2K 0.12% 85
2025
Q4 		– Sell
-327
Closed -$50.9K – 89
2025
Q3 		$50.9K Buy
327
+52
+19% +$8.05K 0.07% 120
2025
Q2 		$39.5K Buy
275
+1
+0.4% +$141 0.05% 121
2025
Q1 		$45.9K Sell
274
-12
-4% -$1.88K 0.06% 113
2024
Q4 		$41.5K Buy
286
+7
+3% +$1.07K 0.05% 115
2024
Q3 		$41.2K Buy
279
+4
+1% +$595 0.05% 111
2024
Q2 		$43K Sell
275
-3
-1% -$478 0.06% 106
2024
Q1 		$43.9K Sell
278
-3
-1% -$453 0.06% 108
2023
Q4 		$42K Buy
281
+204
+265% +$30.9K 0.06% 114
2023
Q3 		$13.1K Sell
77
-12
-13% -$1.94K 0.02% 123
2023
Q2 		$14K Sell
89
-2
-2% -$321 0.02% 125
2023
Q1 		$14.8K Buy
91
+50
+122% +$8.38K 0.03% 121
2022
Q4 		$7K Buy
+41
New +$7.16K 0.01% 126
2019
Q4 		– Sell
-16
Closed -$2K – 173
2019
Q3 		$2K Hold
16
– – ﹤0.01% 110
2019
Q2 		$2K Hold
16
– – ﹤0.01% 108
2019
Q1 		$2K Hold
16
– – ﹤0.01% 102
2018
Q4 		$2K Hold
16
– – ﹤0.01% 94
2018
Q3 		$2K Buy
+16
New +$1.94K ﹤0.01% 105

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clear Investment Research's CVX Position: Q2 2026 in Review

Clear Investment Research sold out of Chevron (CVX) in Q2 2026, closing a stake of 385 shares — an estimated $79.7K sold.

Clear Investment Research first reported a position in CVX in Q3 2018 and held it in 18 quarters. The position peaked at $79.7K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clear Investment Research reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 385 Chevron shares in Q2 2026, an estimated $79.7K.
  • Clear Investment Research first reported a position in Chevron in Q3 2018 and held it in 18 quarters.
  • Clear Investment Research's Chevron position peaked at $79.7K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.