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 Q3	$370K	Sell	1,813 -68	-4%	-$13.4K	0.16%	105
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Smith Thornton Advisors's CVX Position: Q3 2026 in Review

Smith Thornton Advisors reduced its Chevron (CVX) stake by 3.6% in Q3 2026, selling an estimated $13.4K and leaving 1,813 shares worth $370K. The position accounts for 0.16% of the portfolio, ranked #105.

Smith Thornton Advisors first reported a position in CVX in Q2 2024 and has held it in 10 quarters since. The position peaked at $602K in Q2 2024. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Smith Thornton Advisors held 1,813 shares of Chevron worth $370K as of Q3 2026.
Smith Thornton Advisors sold 68 Chevron shares in Q3 2026, an estimated $13.4K.
Chevron made up 0.16% of Smith Thornton Advisors's portfolio in Q3 2026, its #105 holding.
Smith Thornton Advisors first reported a position in Chevron in Q2 2024 and has held it in 10 quarters since.
Smith Thornton Advisors's Chevron position peaked at $602K in Q2 2024.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.