MIM
Miller Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
10,220
| – | – | 0.15% | 49 |
|
|
2025
Q1 | $1.71M | Hold |
10,220
| – | – | 0.19% | 47 |
|
|
2024
Q4 | $1.48M | Hold |
10,220
| – | – | 0.16% | 50 |
|
|
2024
Q3 | $1.51M | Hold |
10,220
| – | – | 0.16% | 55 |
|
|
2024
Q2 | $1.6M | Hold |
10,220
| – | – | 0.19% | 50 |
|
|
2024
Q1 | $1.61M | Hold |
10,220
| – | – | 0.21% | 52 |
|
|
2023
Q4 | $1.52M | Hold |
10,220
| – | – | 0.22% | 50 |
|
|
2023
Q3 | $1.72M | Hold |
10,220
| – | – | 0.27% | 41 |
|
|
2023
Q2 | $1.61M | Hold |
10,220
| – | – | 0.25% | 47 |
|
|
2023
Q1 | $1.67M | Hold |
10,220
| – | – | 0.28% | 42 |
|
|
2022
Q4 | $1.83M | Hold |
10,220
| – | – | 0.31% | 37 |
|
|
2022
Q3 | $1.47M | Hold |
10,220
| – | – | 0.31% | 41 |
|
|
2022
Q2 | $1.48M | Hold |
10,220
| – | – | 0.3% | 45 |
|
|
2022
Q1 | $1.66M | Hold |
10,220
| – | – | 0.26% | 47 |
|
|
2021
Q4 | $1.2M | Hold |
10,220
| – | – | 0.17% | 50 |
|
|
2021
Q3 | $1.04M | Hold |
10,220
| – | – | 0.18% | 49 |
|
|
2021
Q2 | $1.07M | Hold |
10,220
| – | – | 0.19% | 46 |
|
|
2021
Q1 | $1.07M | Hold |
10,220
| – | – | 0.2% | 45 |
|
|
2020
Q4 | $863K | Hold |
10,220
| – | – | 0.16% | 49 |
|
|
2020
Q3 | $736K | Sell |
10,220
-50
| -0.5% | -$3.6K | 0.18% | 45 |
|
|
2020
Q2 | $916K | Buy |
10,270
+50
| +0.5% | +$4.46K | 0.27% | 39 |
|
|
2020
Q1 | $741K | Hold |
10,220
| – | – | 0.24% | 40 |
|
|
2019
Q4 | $1.23M | Hold |
10,220
| – | – | 0.27% | 38 |
|
|
2019
Q3 | $1.21M | Hold |
10,220
| – | – | 0.28% | 39 |
|
|
2019
Q2 | $1.27M | Hold |
10,220
| – | – | 0.29% | 39 |
|
|
2019
Q1 | $1.26M | Hold |
10,220
| – | – | 0.33% | 36 |
|
|
2018
Q4 | $1.11M | Sell |
10,220
-9
| -0.1% | -$979 | 0.33% | 36 |
|
|
2018
Q3 | $1.25M | Hold |
10,229
| – | – | 0.38% | 34 |
|
|
2018
Q2 | $1.29M | Hold |
10,229
| – | – | 0.39% | 31 |
|
|
2018
Q1 | $1.17M | Buy |
10,229
+9
| +0.1% | +$1.03K | 0.38% | 33 |
|
|
2017
Q4 | $1.28M | Hold |
10,220
| – | – | 0.39% | 32 |
|
|
2017
Q3 | $1.2M | Sell |
10,220
-2,200
| -18% | -$259K | 0.39% | 32 |
|
|
2017
Q2 | $1.3M | Hold |
12,420
| – | – | 0.46% | 29 |
|
|
2017
Q1 | $1.33M | Hold |
12,420
| – | – | 0.49% | 30 |
|
|
2016
Q4 | $1.46M | Hold |
12,420
| – | – | 0.47% | 27 |
|
|
2016
Q3 | $1.28M | Hold |
12,420
| – | – | 0.46% | 27 |
|
|
2016
Q2 | $1.3M | Hold |
12,420
| – | – | 0.5% | 26 |
|
|
2016
Q1 | $1.19M | Hold |
12,420
| – | – | 0.52% | 27 |
|
|
2015
Q4 | $1.12M | Hold |
12,420
| – | – | 0.43% | 27 |
|
|
2015
Q3 | $980K | Hold |
12,420
| – | – | 0.4% | 30 |
|
|
2015
Q2 | $1.2M | Hold |
12,420
| – | – | 0.45% | 31 |
|
|
2015
Q1 | $1.3M | Hold |
12,420
| – | – | 0.47% | 31 |
|
|
2014
Q4 | $1.39M | Hold |
12,420
| – | – | 0.53% | 28 |
|
|
2014
Q3 | $1.48M | Hold |
12,420
| – | – | 0.71% | 28 |
|
|
2014
Q2 | $1.62M | Sell |
12,420
-515
| -4% | -$67.2K | 0.72% | 23 |
|
|
2014
Q1 | $1.54M | Hold |
12,935
| – | – | 0.86% | 31 |
|
|
2013
Q4 | $1.62M | Hold |
12,935
| – | – | 0.9% | 34 |
|
|
2013
Q3 | $1.57M | Sell |
12,935
-1,240
| -9% | -$151K | 0.94% | 32 |
|
|
2013
Q2 | $1.68M | Buy |
+14,175
| New | +$1.68M | 1.19% | 25 |
|