MWA
CVX icon

Miller Wealth Advisors’s Chevron CVX Stock Holding History

Miller Wealth 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
2026
Q2 		$341K Buy
2,056
+126
+7% +$23.5K 0.14% 13
2026
Q1 		$399K Buy
1,930
+610
+46% +$111K 0.15% 13
2025
Q4 		$201K Buy
1,320
+12
+0.9% +$1.83K 0.07% 19
2025
Q3 		$203K Buy
1,308
+11
+0.8% +$1.7K 0.08% 19
2025
Q2 		$186K Buy
1,297
+12
+0.9% +$1.69K 0.09% 18
2025
Q1 		$215K Buy
1,285
+11
+0.9% +$1.72K 0.12% 16
2024
Q4 		$185K Sell
1,274
-10
-0.8% -$1.53K 0.09% 16
2024
Q3 		$194K Buy
1,284
+11
+0.9% +$1.64K 0.11% 13
2024
Q2 		$199K Sell
1,273
-390
-23% -$62.2K 0.11% 13
2024
Q1 		$262K Buy
1,663
+10
+0.6% +$1.51K 0.16% 13
2023
Q4 		$246K Buy
1,653
+10
+0.6% +$1.51K 0.16% 13
2023
Q3 		$277K Buy
1,643
+9
+0.6% +$1.45K 0.19% 10
2023
Q2 		$257K Sell
1,634
-33,424
-95% -$5.36M 0.17% 10
2023
Q1 		$2.19M Buy
35,058
+32,140
+1,101% +$5.39M 10.63% 2
2022
Q4 		$479K Buy
2,918
+1,317
+82% +$230K 0.33% 8
2022
Q3 		$232K Hold
1,601
– – 0.19% 15
2022
Q2 		$232K Sell
1,601
-478
-23% -$79K 0.19% 9
2022
Q1 		$338K Buy
2,079
+493
+31% +$70.7K 0.22% 8
2021
Q4 		$186K Buy
+1,586
New +$180K 0.13% 12

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Miller Wealth Advisors's CVX Position: Q2 2026 in Review

Miller Wealth Advisors increased its Chevron (CVX) stake by 6.5% in Q2 2026, buying an estimated $23.5K and bringing the position to 2,056 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #13.

Miller Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q1 2023. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Miller Wealth Advisors held 2,056 shares of Chevron worth $341K as of Q2 2026.
  • Miller Wealth Advisors bought 126 Chevron shares in Q2 2026, an estimated $23.5K.
  • Chevron made up 0.14% of Miller Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Miller Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Miller Wealth Advisors's Chevron position peaked at $2.19M in Q1 2023.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.