WMWM
CVX icon

Wilkins Miller Wealth Management’s Chevron CVX Stock Holding History

Wilkins Miller Wealth Management’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 		$1.44M Buy
8,713
+173
+2% +$32.2K 0.79% 36
2026
Q1 		$1.77M Sell
8,540
-105
-1% -$19.1K 1.07% 29
2025
Q4 		$1.32M Buy
8,645
+63
+0.7% +$9.6K 0.78% 33
2025
Q3 		$1.33M Buy
8,582
+244
+3% +$37.8K 0.83% 33
2025
Q2 		$1.19M Sell
8,338
-67
-0.8% -$9.45K 0.81% 32
2025
Q1 		$1.41M Buy
8,405
+63
+0.8% +$9.86K 1.06% 28
2024
Q4 		$1.21M Buy
+8,342
New +$1.28M 1.26% 20

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wilkins Miller Wealth Management's CVX Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Chevron (CVX) stake by 2% in Q2 2026, buying an estimated $32.2K and bringing the position to 8,713 shares worth $1.44M. The position accounts for 0.79% of the portfolio, ranked #36.

Wilkins Miller Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 1,151 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wilkins Miller Wealth Management held 8,713 shares of Chevron worth $1.44M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 173 Chevron shares in Q2 2026, an estimated $32.2K.
  • Chevron made up 0.79% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Wilkins Miller Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's Chevron position peaked at $1.77M in Q1 2026.
  • 1,151 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.