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Milestones Private Investment Advisors’s Chevron CVX Stock Holding History

Milestones Private Investment 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
Q1 		– Sell
-1,637
Closed -$249K – 86
2025
Q4 		$249K Hold
1,637
– – 0.17% 104
2025
Q3 		$254K Hold
1,637
– – 0.17% 104
2025
Q2 		$234K Buy
+1,637
New +$231K 0.17% 104

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Milestones Private Investment Advisors's CVX Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 1,637 shares — an estimated $249K sold.

Milestones Private Investment Advisors first reported a position in CVX in Q2 2025 and held it in 3 quarters. The position peaked at $254K in Q3 2025. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 1,637 Chevron shares in Q1 2026, an estimated $249K.
  • Milestones Private Investment Advisors first reported a position in Chevron in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Chevron position peaked at $254K in Q3 2025.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.