FWP
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Firethorn Wealth Partners’s Chevron CVX Stock Holding History

Firethorn Wealth Partners’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 		$580K Buy
3,499
+123
+4% +$22.9K 0.19% 103
2026
Q1 		$698K Buy
3,376
+52
+2% +$9.48K 0.26% 89
2025
Q4 		$507K Sell
3,324
-580
-15% -$88.3K 0.19% 107
2025
Q3 		$606K Sell
3,904
-291
-7% -$45.1K 0.24% 90
2025
Q2 		$601K Buy
4,195
+169
+4% +$23.8K 0.26% 85
2025
Q1 		$674K Buy
4,026
+103
+3% +$16.1K 0.32% 77
2024
Q4 		$568K Sell
3,923
-197
-5% -$30.2K 0.28% 75
2024
Q3 		$607K Buy
4,120
+85
+2% +$12.7K 0.31% 74
2024
Q2 		$631K Buy
4,035
+276
+7% +$44K 0.36% 59
2024
Q1 		$593K Buy
3,759
+1,105
+42% +$167K 0.35% 63
2023
Q4 		$396K Buy
2,654
+970
+58% +$147K 0.26% 79
2023
Q3 		$284K Buy
1,684
+19
+1% +$3.07K 0.22% 88
2023
Q2 		$262K Buy
1,665
+400
+32% +$64.1K 0.2% 92
2023
Q1 		$212K Buy
1,265
+6
+0.5% +$1.01K 0.17% 106
2022
Q4 		$226K Sell
1,259
-173
-12% -$30.2K 0.19% 105
2022
Q3 		$206K Sell
1,432
-47
-3% -$7.17K 0.19% 111
2022
Q2 		$237K Sell
1,479
-2
-0.1% -$331 0.19% 103
2022
Q1 		$241K Buy
+1,481
New +$212K 0.18% 112

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
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

Firethorn Wealth Partners's CVX Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $22.9K and bringing the position to 3,499 shares worth $580K. The position accounts for 0.19% of the portfolio, ranked #103.

Firethorn Wealth Partners first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $698K in Q1 2026. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Firethorn Wealth Partners held 3,499 shares of Chevron worth $580K as of Q2 2026.
  • Firethorn Wealth Partners bought 123 Chevron shares in Q2 2026, an estimated $22.9K.
  • Chevron made up 0.19% of Firethorn Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Firethorn Wealth Partners first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Firethorn Wealth Partners's Chevron position peaked at $698K in Q1 2026.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.