Clear Trail Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.5M Buy
81,575
+5,383
+7% +$1M 2.06% 17
2026
Q1
$15.8M Buy
76,192
+9,481
+14% +$1.73M 2.62% 8
2025
Q4
$10.2M Buy
+66,711
New +$10.2M 2.36% 11

Other funds holding CVX

Clear Trail Advisors's CVX Position: Q2 2026 in Review

Clear Trail Advisors increased its Chevron (CVX) stake by 7.1% in Q2 2026, buying an estimated $1M and bringing the position to 81,575 shares worth $13.5M. The position accounts for 2.06% of the portfolio, ranked #17.

Clear Trail Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.8M in Q1 2026. 4,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clear Trail Advisors held 81,575 shares of Chevron worth $13.5M as of Q2 2026.
  • Clear Trail Advisors bought 5,383 Chevron shares in Q2 2026, an estimated $1M.
  • Chevron made up 2.06% of Clear Trail Advisors's portfolio in Q2 2026, its #17 holding.
  • Clear Trail Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Chevron position peaked at $15.8M in Q1 2026.
  • 4,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.