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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 		$19.1K Sell
280
-1,650
-85% -$307K 0.01% 59
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Miller Wealth Advisors reduced its Chevron (CVX) stake by 85% in Q2 2026, selling an estimated $307K and leaving 280 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #59.

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. 1,635 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Miller Wealth Advisors held 280 shares of Chevron worth $19.1K as of Q2 2026.
  • Miller Wealth Advisors sold 1,650 Chevron shares in Q2 2026, an estimated $307K.
  • Chevron made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #59 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.
  • 1,635 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.