Miller Equity Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$214K | 0.2% | 45 |
|
|
2020
Q1 | – | Sell |
-2,185
| Closed | -$263K | – | 38 |
|
|
2019
Q4 | $263K | Buy |
+2,185
| New | +$263K | 0.34% | 39 |
|