MO
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McMillan Office’s Chevron CVX Stock Holding History

McMillan Office’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 		$4.75M Sell
28,682
-347
-1% -$64.6K 0.55% 27
2026
Q1 		$6.01M Sell
29,029
-200
-0.7% -$36.5K 0.77% 24
2025
Q4 		$4.45M Buy
+29,229
New +$4.45M 0.54% 30

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

McMillan Office's CVX Position: Q2 2026 in Review

McMillan Office reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $64.6K and leaving 28,682 shares worth $4.75M. The position accounts for 0.55% of the portfolio, ranked #27.

McMillan Office first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.01M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McMillan Office held 28,682 shares of Chevron worth $4.75M as of Q2 2026.
  • McMillan Office sold 347 Chevron shares in Q2 2026, an estimated $64.6K.
  • Chevron made up 0.55% of McMillan Office's portfolio in Q2 2026, its #27 holding.
  • McMillan Office first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • McMillan Office's Chevron position peaked at $6.01M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.