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Smith Thornton Advisors’s Chevron CVX Stock Holding History

Smith Thornton Advisors’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 		$343K Sell
1,881
-280
-13% -$52.1K 0.15% 111
2026
Q1 		$447K Sell
2,161
-9
-0.4% -$1.64K 0.23% 88
2025
Q4 		$331K Buy
2,170
+80
+4% +$12.2K 0.17% 107
2025
Q3 		$324K Sell
2,090
-21
-1% -$3.25K 0.17% 108
2025
Q2 		$302K Buy
2,111
+51
+2% +$7.19K 0.17% 115
2025
Q1 		$345K Buy
2,060
+31
+2% +$4.85K 0.21% 101
2024
Q4 		$294K Sell
2,029
-1,907
-48% -$292K 0.19% 113
2024
Q3 		$580K Buy
3,936
+85
+2% +$12.7K 0.38% 72
2024
Q2 		$602K Buy
+3,851
New +$614K 0.44% 65

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Smith Thornton Advisors's CVX Position: Q2 2026 in Review

Smith Thornton Advisors reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $52.1K and leaving 1,881 shares worth $343K. The position accounts for 0.15% of the portfolio, ranked #111.

Smith Thornton Advisors first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $602K in Q2 2024. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Smith Thornton Advisors held 1,881 shares of Chevron worth $343K as of Q2 2026.
  • Smith Thornton Advisors sold 280 Chevron shares in Q2 2026, an estimated $52.1K.
  • Chevron made up 0.15% of Smith Thornton Advisors's portfolio in Q2 2026, its #111 holding.
  • Smith Thornton Advisors first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Smith Thornton Advisors's Chevron position peaked at $602K in Q2 2024.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.