Courage Miller Partners’s Chevron CVX Stock Holding History

Courage Miller 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	–	Sell	-1,110	Closed	-$230K	–	88
2026 Q1	$230K	Buy	+1,110	New	+$202K	0.06%	89
2023 Q4	–	Sell	-1,299	Closed	-$219K	–	76
2023 Q3	$219K	Hold	1,299	–	–	0.09%	71
2023 Q2	$204K	Hold	1,299	–	–	0.09%	76
2023 Q1	$212K	Hold	1,299	–	–	0.09%	72
2022 Q4	$233K	Buy	+1,299	New	+$227K	0.11%	66
2022 Q2	–	Sell	-1,314	Closed	-$214K	–	72
2022 Q1	$214K	Buy	+1,314	New	+$188K	0.09%	75

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Courage Miller Partners's CVX Position: Q2 2026 in Review

Courage Miller Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,110 shares — an estimated $230K sold.

Courage Miller Partners first reported a position in CVX in Q1 2022 and held it in 6 quarters. The position peaked at $233K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Courage Miller Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Courage Miller Partners sold 1,110 Chevron shares in Q2 2026, an estimated $230K.
Courage Miller Partners first reported a position in Chevron in Q1 2022 and held it in 6 quarters.
Courage Miller Partners's Chevron position peaked at $233K in Q4 2022.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.