Clune & Associates’s Chevron CVX Stock Holding History

Clune & Associates’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 Q3	$507K	Buy	2,485 +6	+0.2%	+$1.18K	0.08%	116
2026 Q2	$411K	Buy	2,479 +6	+0.2%	+$1.12K	0.06%	126
2026 Q1	$512K	Buy	2,473 +6	+0.2%	+$1.09K	0.1%	112
2025 Q4	$376K	Sell	2,467 -77	-3%	-$11.7K	0.08%	125
2025 Q3	$395K	Sell	2,544 -78	-3%	-$12.1K	0.1%	113
2025 Q2	$376K	Buy	2,622 +198	+8%	+$27.9K	0.1%	115
2025 Q1	$406K	Sell	2,424 -110	-4%	-$17.2K	0.12%	109
2024 Q4	$367K	Buy	+2,534	New	+$388K	0.12%	111

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Clune & Associates's CVX Position: Q3 2026 in Review

Clune & Associates increased its Chevron (CVX) stake by 0.24% in Q3 2026, buying an estimated $1.18K and bringing the position to 2,485 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #116.

Clune & Associates first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $512K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Clune & Associates held 2,485 shares of Chevron worth $507K as of Q3 2026.
Clune & Associates bought 6 Chevron shares in Q3 2026, an estimated $1.18K.
Chevron made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #116 holding.
Clune & Associates first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Chevron position peaked at $512K in Q1 2026.
1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.