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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clear Investment Research's CVX Position: Q1 2026 in Review

Clear Investment Research opened a new position in Chevron (CVX) in Q1 2026: 385 shares worth $79.7K. The stake represents 0.12% of the portfolio and ranks #85 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in CVX as recently as Q3 2025.

Clear Investment Research first reported a position in CVX in Q3 2018 and has held it in 18 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Clear Investment Research held 385 shares of Chevron worth $79.7K as of Q1 2026.
  • Chevron was a new Clear Investment Research position in Q1 2026.
  • Chevron made up 0.12% of Clear Investment Research's portfolio in Q1 2026, its #85 holding.
  • Clear Investment Research first reported a position in Chevron in Q3 2018 and has held it in 18 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.