Miller Equity Capital Advisors’s Chevron CVX Stock Holding History

Miller Equity Capital 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
2025 Q1	–	Sell	-1,821	Closed	-$264K	–	15
2024 Q4	$264K	Hold	1,821	–	–	0.1%	52
2024 Q3	$268K	Hold	1,821	–	–	0.1%	53
2024 Q2	$285K	Hold	1,821	–	–	0.12%	51
2024 Q1	$287K	Hold	1,821	–	–	0.12%	51
2023 Q4	$272K	Hold	1,821	–	–	0.12%	50
2023 Q3	$307K	Hold	1,821	–	–	0.16%	48
2023 Q2	$287K	Hold	1,821	–	–	0.15%	48
2023 Q1	$297K	Hold	1,821	–	–	0.17%	48
2022 Q4	$327K	Hold	1,821	–	–	0.21%	47
2022 Q3	$262K	Hold	1,821	–	–	0.19%	48
2022 Q2	$264K	Hold	1,821	–	–	0.23%	47
2022 Q1	$297K	Hold	1,821	–	–	0.25%	46
2021 Q4	$214K	Buy	+1,821	New	+$207K	0.2%	45
2020 Q1	–	Sell	-2,185	Closed	-$263K	–	38
2019 Q4	$263K	Buy	+2,185	New	+$257K	0.34%	39

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Miller Equity Capital Advisors's CVX Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,821 shares — an estimated $264K sold.

Miller Equity Capital Advisors first reported a position in CVX in Q4 2019 and held it in 14 quarters. The position peaked at $327K in Q4 2022. 3,823 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 1,821 Chevron shares in Q1 2025, an estimated $264K.
Miller Equity Capital Advisors first reported a position in Chevron in Q4 2019 and held it in 14 quarters.
Miller Equity Capital Advisors's Chevron position peaked at $327K in Q4 2022.
3,823 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.