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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Seven Mile Advisory's CVX Position: Q1 2026 in Review

Seven Mile Advisory reduced its Chevron (CVX) stake by 28% in Q1 2026, selling an estimated $154K and leaving 2,148 shares worth $444K. The position accounts for 0.32% of the portfolio, ranked #64.

Seven Mile Advisory first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $626K in Q3 2025. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Seven Mile Advisory held 2,148 shares of Chevron worth $444K as of Q1 2026.
Seven Mile Advisory sold 844 Chevron shares in Q1 2026, an estimated $154K.
Chevron made up 0.32% of Seven Mile Advisory's portfolio in Q1 2026, its #64 holding.
Seven Mile Advisory first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Chevron position peaked at $626K in Q3 2025.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.