JTWM
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Jackson Thornton Wealth Management’s Chevron CVX Stock Holding History

Jackson Thornton 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
Q1 		$269K Sell
1,425
-767
-35% -$140K 0.02% 212
2025
Q4 		$343K Sell
2,192
-543
-20% -$82.7K 0.03% 167
2025
Q3 		$420K Buy
+2,735
New +$424K 0.04% 121
2025
Q2 		– Sell
-1,504
Closed -$207K – 159
2025
Q1 		$207K Sell
1,504
-87
-5% -$13.6K 0.03% 90
2024
Q4 		$230K Buy
+1,591
New +$244K 0.03% 75
2024
Q3 		– Sell
-1,305
Closed -$204K – 64
2024
Q2 		$204K Sell
1,305
-6
-0.5% -$957 0.03% 55
2024
Q1 		$207K Buy
+1,311
New +$198K 0.04% 52
2023
Q4 		– Sell
-1,243
Closed -$210K – 53
2023
Q3 		$210K Buy
+1,243
New +$201K 0.04% 43
2023
Q1 		– Sell
-1,121
Closed -$201K – 33
2022
Q4 		$201K Buy
+1,121
New +$196K 0.05% 35

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jackson Thornton Wealth Management's CVX Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Chevron (CVX) stake by 35% in Q1 2026, selling an estimated $140K and leaving 1,425 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #212.

Jackson Thornton Wealth Management first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $420K in Q3 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,425 shares of Chevron worth $269K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 767 Chevron shares in Q1 2026, an estimated $140K.
  • Chevron made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Jackson Thornton Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
  • Jackson Thornton Wealth Management's Chevron position peaked at $420K in Q3 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.