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Miller Howard Investments’s Chevron CVX Stock Holding History

Miller Howard Investments’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 		$1.78M Sell
10,767
-242
-2% -$45K 0.05% 113
2026
Q1 		$2.28M Buy
11,009
+408
+4% +$74.4K 0.06% 106
2025
Q4 		$1.62M Sell
10,601
-10,821
-51% -$1.65M 0.05% 114
2025
Q3 		$3.33M Buy
+21,422
New +$3.32M 0.1% 90
2024
Q1 		– Sell
-12,417
Closed -$1.85M – 197
2023
Q4 		$1.85M Sell
12,417
-75
-0.6% -$11.3K 0.06% 119
2023
Q3 		$2.11M Sell
12,492
-25
-0.2% -$4.04K 0.08% 119
2023
Q2 		$1.97M Buy
12,517
+101
+0.8% +$16.2K 0.07% 128
2023
Q1 		$2.03M Buy
12,416
+1,160
+10% +$194K 0.07% 126
2022
Q4 		$2.02M Buy
11,256
+884
+9% +$154K 0.07% 127
2022
Q3 		$1.49M Buy
10,372
+1,041
+11% +$159K 0.06% 131
2022
Q2 		$1.35M Sell
9,331
-1,738
-16% -$287K 0.05% 132
2022
Q1 		$1.8M Buy
11,069
+3,080
+39% +$442K 0.06% 127
2021
Q4 		$938K Sell
7,989
-225
-3% -$25.6K 0.03% 133
2021
Q3 		$833K Sell
8,214
-555
-6% -$55.4K 0.03% 128
2021
Q2 		$918K Sell
8,769
-49,595
-85% -$5.24M 0.04% 130
2021
Q1 		$6.12M Buy
58,364
+6,440
+12% +$629K 0.26% 66
2020
Q4 		$4.38M Buy
51,924
+4,979
+11% +$403K 0.21% 78
2020
Q3 		$3.38M Buy
46,945
+38,819
+478% +$3.26M 0.18% 85
2020
Q2 		$725K Buy
+8,126
New +$728K 0.04% 119

Other funds holding CVX

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Miller Howard Investments's CVX Position: Q2 2026 in Review

Miller Howard Investments reduced its Chevron (CVX) stake by 2.2% in Q2 2026, selling an estimated $45K and leaving 10,767 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #113.

Miller Howard Investments first reported a position in CVX in Q2 2020 and has held it in 19 quarters since. The position peaked at $6.12M in Q1 2021. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Miller Howard Investments held 10,767 shares of Chevron worth $1.78M as of Q2 2026.
  • Miller Howard Investments sold 242 Chevron shares in Q2 2026, an estimated $45K.
  • Chevron made up 0.05% of Miller Howard Investments's portfolio in Q2 2026, its #113 holding.
  • Miller Howard Investments first reported a position in Chevron in Q2 2020 and has held it in 19 quarters since.
  • Miller Howard Investments's Chevron position peaked at $6.12M in Q1 2021.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Miller Howard Investments's 13F filing for Q2 2026, filed 31 Jul 2026.