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Ashton Thomas Private Wealth’s Chevron CVX Stock Holding History

Ashton Thomas Private Wealth’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 		$13.1M Sell
79,011
-4,635
-6% -$863K 0.27% 83
2026
Q1 		$17.3M Sell
83,646
-6,351
-7% -$1.16M 0.41% 59
2025
Q4 		$13.7M Sell
89,997
-47,111
-34% -$7.18M 0.33% 63
2025
Q3 		$21.3M Buy
137,108
+39,990
+41% +$6.19M 0.55% 31
2025
Q2 		$13.9M Sell
97,118
-10,063
-9% -$1.42M 0.49% 42
2025
Q1 		$17.9M Buy
107,181
+15,125
+16% +$2.37M 0.69% 27
2024
Q4 		$13.3M Buy
92,056
+39,088
+74% +$5.98M 0.52% 37
2024
Q3 		$7.8M Sell
52,968
-6,618
-11% -$985K 0.41% 60
2024
Q2 		$9.32M Buy
59,586
+106
+0.2% +$16.9K 0.51% 45
2024
Q1 		$9.38M Buy
59,480
+3,067
+5% +$463K 0.54% 44
2023
Q4 		$8.41M Sell
56,413
-4,115
-7% -$622K 0.53% 39
2023
Q3 		$10.2M Buy
60,528
+4,076
+7% +$658K 0.74% 24
2023
Q2 		$8.88M Buy
56,452
+5,079
+10% +$814K 0.68% 25
2023
Q1 		$8.38M Buy
51,373
+2,009
+4% +$337K 0.73% 24
2022
Q4 		$8.86M Sell
49,364
-390
-0.8% -$68.1K 0.88% 19
2022
Q3 		$7.15M Buy
49,754
+5,198
+12% +$793K 0.81% 21
2022
Q2 		$6.45M Buy
44,556
+383
+0.9% +$63.3K 0.7% 29
2022
Q1 		$7.19M Buy
44,173
+18,977
+75% +$2.72M 0.63% 32
2021
Q4 		$2.96M Buy
25,196
+12,866
+104% +$1.46M 0.29% 92
2021
Q3 		$1.25M Buy
12,330
+1,599
+15% +$159K 0.18% 130
2021
Q2 		$1.12M Buy
10,731
+661
+7% +$69.8K 0.17% 146
2021
Q1 		$1.06M Sell
10,070
-1,628
-14% -$159K 0.18% 138
2020
Q4 		$988K Buy
11,698
+2,301
+24% +$186K 0.19% 146
2020
Q3 		$677K Buy
9,397
+904
+11% +$76K 0.17% 144
2020
Q2 		$758K Buy
8,493
+5,549
+188% +$497K 0.23% 121
2020
Q1 		$213K Sell
2,944
-4,263
-59% -$421K 0.09% 193
2019
Q4 		$869K Buy
7,207
+2,368
+49% +$279K 0.29% 96
2019
Q3 		$574K Buy
4,839
+127
+3% +$15.4K 0.24% 94
2019
Q2 		$586K Buy
4,712
+774
+20% +$93.6K 0.23% 92
2019
Q1 		$485K Buy
+3,938
New +$466K 0.2% 97

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Ashton Thomas Private Wealth's CVX Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Chevron (CVX) stake by 5.5% in Q2 2026, selling an estimated $863K and leaving 79,011 shares worth $13.1M. The position accounts for 0.27% of the portfolio, ranked #83.

Ashton Thomas Private Wealth first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $21.3M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ashton Thomas Private Wealth held 79,011 shares of Chevron worth $13.1M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 4,635 Chevron shares in Q2 2026, an estimated $863K.
  • Chevron made up 0.27% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Ashton Thomas Private Wealth first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Ashton Thomas Private Wealth's Chevron position peaked at $21.3M in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.