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Patton Albertson Miller Group’s Chevron CVX Stock Holding History

Patton Albertson Miller 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 		$6.66M Sell
40,172
-191
-0.5% -$35.5K 0.66% 43
2026
Q1 		$8.35M Sell
40,363
-269
-0.7% -$49.1K 0.99% 33
2025
Q4 		$6.19M Buy
40,632
+292
+0.7% +$44.5K 0.73% 46
2025
Q3 		$6.26M Buy
40,340
+874
+2% +$135K 0.76% 40
2025
Q2 		$5.65M Buy
39,466
+1,590
+4% +$224K 0.74% 41
2025
Q1 		$6.34M Sell
37,876
-12,656
-25% -$1.98M 0.94% 35
2024
Q4 		$7.32M Buy
50,532
+1,573
+3% +$241K 0.98% 37
2024
Q3 		$7.21M Sell
48,959
-369
-0.7% -$54.9K 0.98% 38
2024
Q2 		$7.72M Buy
49,328
+2,234
+5% +$356K 1.1% 30
2024
Q1 		$7.43M Buy
47,094
+4,341
+10% +$655K 1.11% 29
2023
Q4 		$6.38M Buy
42,753
+4,681
+12% +$708K 1.06% 29
2023
Q3 		$6.42M Buy
38,072
+369
+1% +$59.6K 1.26% 17
2023
Q2 		$5.93M Sell
37,703
-1,707
-4% -$274K 1.15% 20
2023
Q1 		$6.43M Sell
39,410
-186
-0.5% -$31.2K 1.18% 18
2022
Q4 		$7.11M Sell
39,596
-159
-0.4% -$27.7K 1.3% 15
2022
Q3 		$5.71M Sell
39,755
-46
-0.1% -$7.01K 1.23% 17
2022
Q2 		$5.76M Buy
39,801
+682
+2% +$113K 1.18% 17
2022
Q1 		$6.37M Buy
39,119
+930
+2% +$133K 1.09% 20
2021
Q4 		$4.48M Buy
38,189
+1,191
+3% +$135K 0.73% 39
2021
Q3 		$3.75M Buy
36,998
+3,793
+11% +$378K 0.72% 39
2021
Q2 		$3.48M Buy
33,205
+3,203
+11% +$338K 0.79% 41
2021
Q1 		$3.14M Buy
30,002
+2,973
+11% +$290K 0.76% 45
2020
Q4 		$2.52M Buy
27,029
+5,958
+28% +$482K 0.6% 61
2020
Q3 		$1.52M Sell
21,071
-1,853
-8% -$156K 0.43% 71
2020
Q2 		$2.05M Buy
22,924
+2,752
+14% +$246K 0.6% 54
2020
Q1 		$1.46M Buy
20,172
+3,848
+24% +$380K 0.49% 65
2019
Q4 		$1.97M Sell
16,324
-1,129
-6% -$133K 0.52% 63
2019
Q3 		$2.07M Sell
17,453
-1,067
-6% -$130K 0.59% 55
2019
Q2 		$2.27M Buy
18,520
+8,312
+81% +$1.01M 0.65% 48
2019
Q1 		$1.26M Buy
10,208
+937
+10% +$111K 0.64% 54
2018
Q4 		$1.08M Sell
9,271
-946
-9% -$110K 0.58% 54
2018
Q3 		$1.13M Sell
10,217
-90
-0.9% -$10.9K 0.57% 60
2018
Q2 		$1.3M Buy
10,307
+473
+5% +$58.7K 0.66% 55
2018
Q1 		$1.12M Buy
9,834
+1,100
+13% +$131K 0.5% 66
2017
Q4 		$1.09M Buy
8,734
+483
+6% +$57.3K 0.45% 67
2017
Q3 		$978K Sell
8,251
-293
-3% -$32K 0.43% 79
2017
Q2 		$945K Buy
8,544
+30
+0.4% +$3.18K 0.42% 76
2017
Q1 		$895K Buy
8,514
+1,138
+15% +$128K 0.37% 80
2016
Q4 		$868K Buy
7,376
+169
+2% +$18.4K 0.37% 78
2016
Q3 		$742K Buy
7,207
+786
+12% +$80.3K 0.33% 84
2016
Q2 		$673K Buy
6,421
+3,440
+115% +$346K 0.3% 86
2016
Q1 		$284K Sell
2,981
-130
-4% -$11.4K 0.14% 111
2015
Q4 		$280K Sell
3,111
-450
-13% -$40.6K 0.14% 108
2015
Q3 		$281K Sell
3,561
-572
-14% -$48.1K 0.15% 103
2015
Q2 		$399K Sell
4,133
-1,750
-30% -$184K 0.17% 106
2015
Q1 		$618K Sell
5,883
-1,309
-18% -$140K 0.25% 101
2014
Q4 		$807K Sell
7,192
-101
-1% -$11.5K 0.38% 91
2014
Q3 		$886K Sell
7,293
-3,718
-34% -$474K 0.46% 85
2014
Q2 		$1.44M Sell
11,011
-1,900
-15% -$236K 0.73% 36
2014
Q1 		$1.53M Sell
12,911
-1,006
-7% -$117K 0.81% 37
2013
Q4 		$1.74M Sell
13,917
-216
-2% -$26.1K 1.02% 32
2013
Q3 		$1.72M Sell
14,133
-66
-0.5% -$8.11K 1.02% 29
2013
Q2 		$1.68M Buy
+14,199
New +$1.72M 1.02% 29

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
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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Patton Albertson Miller Group's CVX Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Chevron (CVX) stake by 0.47% in Q2 2026, selling an estimated $35.5K and leaving 40,172 shares worth $6.66M. The position accounts for 0.66% of the portfolio, ranked #43.

Patton Albertson Miller Group first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.35M in Q1 2026. 1,471 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Patton Albertson Miller Group held 40,172 shares of Chevron worth $6.66M as of Q2 2026.
  • Patton Albertson Miller Group sold 191 Chevron shares in Q2 2026, an estimated $35.5K.
  • Chevron made up 0.66% of Patton Albertson Miller Group's portfolio in Q2 2026, its #43 holding.
  • Patton Albertson Miller Group first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Patton Albertson Miller Group's Chevron position peaked at $8.35M in Q1 2026.
  • 1,471 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.