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Ashton Thomas Securities’s Chevron CVX Stock Holding History

Ashton Thomas Securities’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 		$878K Sell
5,365
-1,606
-23% -$299K 0.13% 150
2026
Q1 		$1.44M Buy
6,971
+1,257
+22% +$229K 0.18% 132
2025
Q4 		$871K Sell
5,714
-644
-10% -$98.1K 0.17% 118
2025
Q3 		$987K Buy
6,358
+3,599
+130% +$557K 0.14% 147
2025
Q2 		$388K Sell
2,759
-561
-17% -$79.1K 0.09% 192
2025
Q1 		$555K Sell
3,320
-67
-2% -$10.5K 0.15% 149
2024
Q4 		$492K Buy
3,387
+386
+13% +$59.1K 0.14% 151
2024
Q3 		$442K Buy
3,001
+748
+33% +$111K 0.09% 189
2024
Q2 		$345K Buy
+2,253
New +$359K 0.08% 181

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ashton Thomas Securities's CVX Position: Q2 2026 in Review

Ashton Thomas Securities reduced its Chevron (CVX) stake by 23% in Q2 2026, selling an estimated $299K and leaving 5,365 shares worth $878K. The position accounts for 0.13% of the portfolio, ranked #150.

Ashton Thomas Securities first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q1 2026. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ashton Thomas Securities held 5,365 shares of Chevron worth $878K as of Q2 2026.
  • Ashton Thomas Securities sold 1,606 Chevron shares in Q2 2026, an estimated $299K.
  • Chevron made up 0.13% of Ashton Thomas Securities's portfolio in Q2 2026, its #150 holding.
  • Ashton Thomas Securities first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Ashton Thomas Securities's Chevron position peaked at $1.44M in Q1 2026.
  • 2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.