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Seven Mile Advisory’s Chevron CVX Stock Holding History

Seven Mile Advisory’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 		$286K Sell
1,727
-421
-20% -$78.4K 0.19% 117
2026
Q1 		$444K Sell
2,148
-844
-28% -$154K 0.32% 64
2025
Q4 		$456K Sell
2,992
-1,038
-26% -$158K 0.08% 122
2025
Q3 		$626K Buy
4,030
+2,433
+152% +$377K 0.1% 103
2025
Q2 		$229K Sell
1,597
-952
-37% -$134K 0.14% 151
2025
Q1 		$426K Buy
2,549
+414
+19% +$64.8K 0.28% 71
2024
Q4 		$309K Buy
2,135
+351
+20% +$53.7K 0.2% 101
2024
Q3 		$263K Sell
1,784
-400
-18% -$59.5K 0.17% 120
2024
Q2 		$342K Sell
2,184
-499
-19% -$79.6K 0.25% 79
2024
Q1 		$423K Sell
2,683
-83
-3% -$12.5K 0.32% 66
2023
Q4 		$413K Buy
2,766
+247
+10% +$37.4K 0.36% 61
2023
Q3 		$425K Buy
2,519
+290
+13% +$46.8K 0.45% 56
2023
Q2 		$351K Buy
+2,229
New +$357K 0.41% 62

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

Seven Mile Advisory's CVX Position: Q2 2026 in Review

Seven Mile Advisory reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $78.4K and leaving 1,727 shares worth $286K. The position accounts for 0.19% of the portfolio, ranked #117.

Seven Mile Advisory first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $626K in Q3 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Seven Mile Advisory held 1,727 shares of Chevron worth $286K as of Q2 2026.
  • Seven Mile Advisory sold 421 Chevron shares in Q2 2026, an estimated $78.4K.
  • Chevron made up 0.19% of Seven Mile Advisory's portfolio in Q2 2026, its #117 holding.
  • Seven Mile Advisory first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • Seven Mile Advisory's Chevron position peaked at $626K in Q3 2025.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.