Miller Investment Management’s Chevron CVX Stock Holding History

Miller Investment Management’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	$1.25M	Hold	6,045	–	–	0.12%	42
2025 Q4	$921K	Hold	6,045	–	–	0.09%	54
2025 Q3	$939K	Sell	6,045 -4,175	-41%	-$647K	0.09%	63
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%	-$4.21K	0.18%	45
2020 Q2	$916K	Buy	10,270 +50	+0.5%	+$4.48K	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%	-$1.04K	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%	+$1.08K	0.38%	33
2017 Q4	$1.28M	Hold	10,220	–	–	0.39%	32
2017 Q3	$1.2M	Sell	10,220 -2,200	-18%	-$240K	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%	-$64.1K	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%	-$152K	0.94%	32
2013 Q2	$1.68M	Buy	+14,175	New	+$1.71M	1.19%	25

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Miller Investment Management's CVX Position: Q1 2026 in Review

Miller Investment Management held its Chevron (CVX) position steady in Q1 2026 at 6,045 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #42.

Miller Investment Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Miller Investment Management held 6,045 shares of Chevron worth $1.25M as of Q1 2026.
Miller Investment Management left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.12% of Miller Investment Management's portfolio in Q1 2026, its #42 holding.
Miller Investment Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Chevron position peaked at $1.83M in Q4 2022.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.