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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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Clune & Associates's CVX Position: Q2 2026 in Review

Clune & Associates increased its Chevron (CVX) stake by 0.24% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,479 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #126.

Clune & Associates first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q1 2026. 1,003 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Clune & Associates held 2,479 shares of Chevron worth $411K as of Q2 2026.
  • Clune & Associates bought 6 Chevron shares in Q2 2026, an estimated $1.12K.
  • Chevron made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #126 holding.
  • Clune & Associates first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Chevron position peaked at $512K in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.