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Milestone Asset Management’s Chevron CVX Stock Holding History

Milestone Asset 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 		$1.05M Sell
6,337
-21
-0.3% -$3.91K 0.17% 133
2026
Q1 		$1.32M Sell
6,358
-3,232
-34% -$589K 0.24% 96
2025
Q4 		$1.46M Buy
9,590
+2,491
+35% +$379K 0.28% 70
2025
Q3 		$1.1M Sell
7,099
-1,701
-19% -$263K 0.21% 80
2025
Q2 		$1.26M Sell
8,800
-4,784
-35% -$674K 0.27% 69
2025
Q1 		$2.27M Sell
13,584
-11,737
-46% -$1.84M 0.48% 48
2024
Q4 		$3.67M Buy
25,321
+5,213
+26% +$798K 0.81% 32
2024
Q3 		$2.96M Buy
20,108
+1,643
+9% +$245K 0.66% 34
2024
Q2 		$2.89M Buy
18,465
+554
+3% +$88.3K 0.72% 31
2024
Q1 		$2.83M Buy
+17,911
New +$2.7M 0.81% 32

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milestone Asset Management's CVX Position: Q2 2026 in Review

Milestone Asset Management reduced its Chevron (CVX) stake by 0.33% in Q2 2026, selling an estimated $3.91K and leaving 6,337 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #133.

Milestone Asset Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.67M in Q4 2024. 2,718 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Milestone Asset Management held 6,337 shares of Chevron worth $1.05M as of Q2 2026.
  • Milestone Asset Management sold 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.17% of Milestone Asset Management's portfolio in Q2 2026, its #133 holding.
  • Milestone Asset Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Milestone Asset Management's Chevron position peaked at $3.67M in Q4 2024.
  • 2,718 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.