Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,050,421
-$265,048 QoQ
Shares Held
6,337
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,325
of 4,108 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MILESTONE ASSET MANAGEMENT, LLC holds $1,050,421 across 1 Oil & Gas Integrated name. CVX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
6,337 | $1,050,421 |
All Filings in CVX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,421 | 6,337 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,315,469 | 6,358 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,461,611 | 9,590 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,102,403 | 7,099 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,260,071 | 8,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,272,466 | 13,584 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $3,667,492 | 25,321 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $2,961,304 | 20,108 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $2,888,294 | 18,465 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,825,280 | 17,911 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||