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Total Clarity Wealth Management’s Chevron CVX Stock Holding History

Total Clarity Wealth Management’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 		$963K Sell
5,813
-2,129
-27% -$396K 0.19% 129
2026
Q1 		$1.64M Buy
7,942
+300
+4% +$54.7K 0.39% 69
2025
Q4 		$1.16M Sell
7,642
-74
-1% -$11.3K 0.28% 91
2025
Q3 		$1.2M Buy
7,716
+5,008
+185% +$776K 0.32% 81
2025
Q2 		$388K Buy
2,708
+191
+8% +$26.9K 0.11% 188
2025
Q1 		$365K Hold
2,517
– – 0.12% 176
2024
Q4 		$365K Sell
2,517
-354
-12% -$54.2K 0.12% 176
2024
Q3 		$423K Sell
2,871
-273
-9% -$40.6K 0.14% 155
2024
Q2 		$492K Sell
3,144
-124
-4% -$19.8K 0.17% 139
2024
Q1 		$516K Buy
3,268
+275
+9% +$41.5K 0.18% 142
2023
Q4 		$446K Buy
2,993
+193
+7% +$29.2K 0.18% 140
2023
Q3 		$472K Sell
2,800
-134
-5% -$21.6K 0.23% 116
2023
Q2 		$462K Sell
2,934
-67
-2% -$10.7K 0.23% 108
2023
Q1 		$490K Sell
3,001
-509
-15% -$85.3K 0.27% 90
2022
Q4 		$630K Buy
3,510
+498
+17% +$86.9K 0.32% 82
2022
Q3 		$433K Buy
3,012
+160
+6% +$24.4K 0.27% 105
2022
Q2 		$413K Sell
2,852
-606
-18% -$100K 0.21% 115
2022
Q1 		$563K Buy
3,458
+2,057
+147% +$295K 0.31% 88
2021
Q4 		$164K Buy
1,401
+1,072
+326% +$122K 0.07% 241
2021
Q3 		$33K Buy
+329
New +$32.8K 0.02% 461
2021
Q2 		– Sell
-328
Closed -$34K – 304
2021
Q1 		$34K Buy
+328
New +$32K 0.02% 381
2020
Q1 		– Sell
-878
Closed -$106K – 197
2019
Q4 		$106K Buy
+878
New +$103K 0.08% 179

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Total Clarity Wealth Management's CVX Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Chevron (CVX) stake by 27% in Q2 2026, selling an estimated $396K and leaving 5,813 shares worth $963K. The position accounts for 0.19% of the portfolio, ranked #129.

Total Clarity Wealth Management first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.64M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Total Clarity Wealth Management held 5,813 shares of Chevron worth $963K as of Q2 2026.
  • Total Clarity Wealth Management sold 2,129 Chevron shares in Q2 2026, an estimated $396K.
  • Chevron made up 0.19% of Total Clarity Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Total Clarity Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Total Clarity Wealth Management's Chevron position peaked at $1.64M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.