Miller Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
1,297
+12
| +0.9% | +$1.72K | 0.09% | 18 |
|
|
2025
Q1 | $215K | Buy |
1,285
+11
| +0.9% | +$1.84K | 0.12% | 16 |
|
|
2024
Q4 | $185K | Sell |
1,274
-10
| -0.8% | -$1.45K | 0.09% | 16 |
|
|
2024
Q3 | $194K | Buy |
1,284
+11
| +0.9% | +$1.66K | 0.11% | 13 |
|
|
2024
Q2 | $199K | Sell |
1,273
-390
| -23% | -$61K | 0.11% | 13 |
|
|
2024
Q1 | $262K | Buy |
1,663
+10
| +0.6% | +$1.58K | 0.16% | 13 |
|
|
2023
Q4 | $246K | Buy |
1,653
+10
| +0.6% | +$1.49K | 0.16% | 13 |
|
|
2023
Q3 | $277K | Buy |
1,643
+9
| +0.6% | +$1.52K | 0.19% | 10 |
|
|
2023
Q2 | $257K | Sell |
1,634
-33,424
| -95% | -$5.26M | 0.17% | 10 |
|
|
2023
Q1 | $2.19M | Buy |
35,058
+32,140
| +1,101% | +$2.01M | 10.63% | 2 |
|
|
2022
Q4 | $479K | Buy |
2,918
+1,317
| +82% | +$216K | 0.33% | 8 |
|
|
2022
Q3 | $232K | Hold |
1,601
| – | – | 0.19% | 15 |
|
|
2022
Q2 | $232K | Sell |
1,601
-478
| -23% | -$69.3K | 0.19% | 9 |
|
|
2022
Q1 | $338K | Buy |
2,079
+493
| +31% | +$80.2K | 0.22% | 8 |
|
|
2021
Q4 | $186K | Buy |
+1,586
| New | +$186K | 0.13% | 12 |
|