SFMG Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248K | Buy |
2,392
+2
| +0.1% | +$227 | 0.02% | 270 |
|
|
2025
Q4 | $241K | Buy |
2,390
+400
| +20% | +$43.4K | 0.02% | 270 |
|
|
2025
Q3 | $245K | Sell |
1,990
-65
| -3% | -$8.07K | 0.02% | 254 |
|
|
2025
Q2 | $247K | Sell |
2,055
-725
| -26% | -$96.7K | 0.02% | 234 |
|
|
2025
Q1 | $409K | Buy |
2,780
+76
| +3% | +$11.6K | 0.03% | 168 |
|
|
2024
Q4 | $439K | Sell |
2,704
-28
| -1% | -$4.58K | 0.03% | 163 |
|
|
2024
Q3 | $445K | Sell |
2,732
-80
| -3% | -$11.9K | 0.04% | 154 |
|
|
2024
Q2 | $384K | Sell |
2,812
-143
| -5% | -$19.9K | 0.03% | 171 |
|
|
2024
Q1 | $452K | Sell |
2,955
-194
| -6% | -$29K | 0.04% | 155 |
|
|
2023
Q4 | $449K | Hold |
3,149
| – | – | 0.04% | 151 |
|
|
2023
Q3 | $413K | Sell |
3,149
-35
| -1% | -$5.32K | 0.04% | 148 |
|
|
2023
Q2 | $506K | Buy |
3,184
+301
| +10% | +$48.5K | 0.05% | 126 |
|
|
2023
Q1 | $456K | Hold |
2,883
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $405K | Buy |
2,883
+100
| +4% | +$14.2K | 0.04% | 155 |
|
|
2022
Q3 | $359K | Hold |
2,783
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $392K | Hold |
2,783
| – | – | 0.05% | 149 |
|
|
2022
Q1 | $387K | Sell |
2,783
-400
| -13% | -$61.3K | 0.04% | 169 |
|
|
2021
Q4 | $555K | Buy |
3,183
+340
| +12% | +$56.7K | 0.05% | 141 |
|
|
2021
Q3 | $471K | Sell |
2,843
-80
| -3% | -$13.8K | 0.05% | 150 |
|
|
2021
Q2 | $526K | Sell |
2,923
-50
| -2% | -$9.13K | 0.06% | 145 |
|
|
2021
Q1 | $573K | Sell |
2,973
-50
| -2% | -$9.63K | 0.07% | 127 |
|
|
2020
Q4 | $610K | Buy |
3,023
+21
| +0.7% | +$4.34K | 0.08% | 111 |
|
|
2020
Q3 | $631K | Buy |
3,002
+1,300
| +76% | +$289K | 0.09% | 92 |
|
|
2020
Q2 | $373K | Buy |
1,702
+79
| +5% | +$15.8K | 0.05% | 110 |
|
|
2020
Q1 | $281K | Buy |
1,623
+4
| +0.2% | +$661 | 0.04% | 98 |
|
|
2019
Q4 | $249K | Hold |
1,619
| – | – | 0.03% | 143 |
|
|
2019
Q3 | $246K | Hold |
1,619
| – | – | 0.03% | 127 |
|
|
2019
Q2 | $269K | Hold |
1,619
| – | – | 0.04% | 123 |
|
|
2019
Q1 | $260K | Hold |
1,619
| – | – | 0.04% | 120 |
|
|
2018
Q4 | $250K | Hold |
1,619
| – | – | 0.04% | 115 |
|
|
2018
Q3 | $250K | Sell |
1,619
-250
| -13% | -$35.5K | 0.04% | 110 |
|
|
2018
Q2 | $253K | Buy |
1,869
+250
| +15% | +$30.9K | 0.04% | 119 |
|
|
2018
Q1 | $216K | Hold |
1,619
| – | – | 0.04% | 133 |
|
|
2017
Q4 | $241K | Hold |
1,619
| – | – | 0.04% | 121 |
|
|
2017
Q3 | $214K | Hold |
1,619
| – | – | 0.04% | 120 |
|
|
2017
Q2 | $216K | Buy |
+1,619
| New | +$218K | 0.04% | 115 |
|
Other funds holding CLX
VCM
VPM
DAM
SFMG Wealth Advisors's CLX Position: Q1 2026 in Review
SFMG Wealth Advisors increased its Clorox (CLX) stake by 0.08% in Q1 2026, buying an estimated $227 and bringing the position to 2,392 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #270.
SFMG Wealth Advisors first reported a position in CLX in Q2 2017 and has held it in 36 quarters since. The position peaked at $631K in Q3 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.
- SFMG Wealth Advisors held 2,392 shares of Clorox worth $248K as of Q1 2026.
- SFMG Wealth Advisors bought 2 Clorox shares in Q1 2026, an estimated $227.
- Clorox made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #270 holding.
- SFMG Wealth Advisors first reported a position in Clorox in Q2 2017 and has held it in 36 quarters since.
- SFMG Wealth Advisors's Clorox position peaked at $631K in Q3 2020.
- 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.