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Millstone Evans Group’s Chevron CVX Stock Holding History

Millstone Evans Group’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 		$559K Sell
3,373
-829
-20% -$154K 0.3% 57
2026
Q1 		$869K Buy
4,202
+64
+2% +$11.7K 0.52% 35
2025
Q4 		$631K Buy
4,138
+582
+16% +$88.6K 0.37% 50
2025
Q3 		$552K Buy
3,556
+148
+4% +$22.9K 0.35% 50
2025
Q2 		$488K Buy
3,408
+15
+0.4% +$2.12K 0.33% 57
2025
Q1 		$568K Buy
3,393
+1
+0% +$157 0.39% 52
2024
Q4 		$491K Buy
+3,392
New +$519K 0.34% 60

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Millstone Evans Group's CVX Position: Q2 2026 in Review

Millstone Evans Group reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $154K and leaving 3,373 shares worth $559K. The position accounts for 0.3% of the portfolio, ranked #57.

Millstone Evans Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $869K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Millstone Evans Group held 3,373 shares of Chevron worth $559K as of Q2 2026.
  • Millstone Evans Group sold 829 Chevron shares in Q2 2026, an estimated $154K.
  • Chevron made up 0.3% of Millstone Evans Group's portfolio in Q2 2026, its #57 holding.
  • Millstone Evans Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Chevron position peaked at $869K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.