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
Q2 		$728K Buy
4,391
+2,966
+208% +$552K 0.06% 102
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jackson Thornton Wealth Management's CVX Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Chevron (CVX) stake by 208% in Q2 2026, buying an estimated $552K and bringing the position to 4,391 shares worth $728K. The position accounts for 0.06% of the portfolio, ranked #102.

Jackson Thornton Wealth Management first reported a position in CVX in Q4 2022 and has held it in 10 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,391 shares of Chevron worth $728K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 2,966 Chevron shares in Q2 2026, an estimated $552K.
  • Chevron made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Jackson Thornton Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 10 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.