FUBT
CVX icon

First United Bank & Trust’s Chevron CVX Stock Holding History

First United Bank & Trust’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 		$1.99M Sell
11,993
-539
-4% -$100K 0.57% 43
2026
Q1 		$2.59M Buy
12,532
+57
+0.5% +$10.4K 0.84% 31
2025
Q4 		$1.9M Sell
12,475
-68
-0.5% -$10.4K 0.61% 44
2025
Q3 		$1.95M Sell
12,543
-146
-1% -$22.6K 0.63% 42
2025
Q2 		$1.82M Sell
12,689
-439
-3% -$61.9K 0.63% 46
2025
Q1 		$2.2M Sell
13,128
-2,607
-17% -$408K 0.82% 37
2024
Q4 		$2.28M Buy
15,735
+2,075
+15% +$318K 0.83% 36
2024
Q3 		$2.01M Sell
13,660
-1,237
-8% -$184K 0.72% 44
2024
Q2 		$2.33M Buy
14,897
+32
+0.2% +$5.1K 0.87% 36
2024
Q1 		$2.34M Buy
14,865
+150
+1% +$22.6K 0.87% 38
2023
Q4 		$2.19M Sell
14,715
-900
-6% -$136K 0.88% 36
2023
Q3 		$2.63M Sell
15,615
-60
-0.4% -$9.69K 1.22% 25
2023
Q2 		$2.47M Sell
15,675
-665
-4% -$107K 1.1% 28
2023
Q1 		$2.67M Buy
16,340
+209
+1% +$35K 1.25% 21
2022
Q4 		$2.9M Sell
16,131
-678
-4% -$118K 1.41% 19
2022
Q3 		$2.42M Sell
16,809
-250
-1% -$38.1K 1.21% 24
2022
Q2 		$2.47M Sell
17,059
-505
-3% -$83.5K 1.14% 24
2022
Q1 		$2.86M Sell
17,564
-407
-2% -$58.4K 1.12% 24
2021
Q4 		$2.11M Sell
17,971
-2
-0% -$227 0.78% 40
2021
Q3 		$1.82M Sell
17,973
-59
-0.3% -$5.88K 0.74% 43
2021
Q2 		$1.89M Sell
18,032
-774
-4% -$81.7K 0.79% 43
2021
Q1 		$1.97M Buy
18,806
+2,023
+12% +$198K 0.84% 40
2020
Q4 		$1.42M Sell
16,783
-1,867
-10% -$151K 0.68% 52
2020
Q3 		$1.34M Buy
18,650
+652
+4% +$54.8K 0.75% 46
2020
Q2 		$1.61M Sell
17,998
-802
-4% -$71.8K 0.95% 40
2020
Q1 		$1.36M Buy
18,800
+375
+2% +$37.1K 0.97% 37
2019
Q4 		$2.22M Sell
18,425
-280
-1% -$33K 1.28% 20
2019
Q3 		$2.22M Sell
18,705
-1,543
-8% -$187K 1.39% 17
2019
Q2 		$2.52M Sell
20,248
-22
-0.1% -$2.66K 1.49% 18
2019
Q1 		$2.5M Sell
20,270
-73
-0.4% -$8.64K 1.54% 17
2018
Q4 		$2.21M Buy
20,343
+592
+3% +$68.6K 1.55% 19
2018
Q3 		$2.42M Buy
19,751
+281
+1% +$34.1K 1.51% 18
2018
Q2 		$2.46M Sell
19,470
-142
-0.7% -$17.6K 1.63% 15
2018
Q1 		$2.24M Sell
19,612
-30
-0.2% -$3.59K 1.47% 19
2017
Q4 		$2.46M Buy
19,642
+65
+0.3% +$7.71K 1.6% 17
2017
Q3 		$2.3M Sell
19,577
-135
-0.7% -$14.7K 1.54% 19
2017
Q2 		$2.06M Buy
19,712
+265
+1% +$28.1K 1.39% 23
2017
Q1 		$2.09M Buy
19,447
+472
+2% +$52.9K 1.46% 21
2016
Q4 		$2.23M Sell
18,975
-125
-0.7% -$13.6K 1.68% 16
2016
Q3 		$1.97M Buy
19,100
+402
+2% +$41K 1.63% 20
2016
Q2 		$1.96M Buy
18,698
+667
+4% +$67.1K 1.7% 21
2016
Q1 		$1.72M Buy
18,031
+687
+4% +$60.1K 1.58% 22
2015
Q4 		$1.56M Buy
17,344
+353
+2% +$31.8K 1.41% 23
2015
Q3 		$1.34M Sell
16,991
-4,788
-22% -$403K 1.31% 27
2015
Q2 		$2.1M Buy
21,779
+1,990
+10% +$209K 1.92% 12
2015
Q1 		$2.08M Buy
19,789
+4,146
+27% +$442K 1.88% 13
2014
Q4 		$1.75M Sell
15,643
-461
-3% -$52.4K 1.69% 20
2014
Q3 		$1.92M Buy
16,104
+725
+5% +$92.5K 1.96% 14
2014
Q2 		$2.01M Sell
15,379
-78
-0.5% -$9.7K 2.09% 10
2014
Q1 		$1.84M Sell
15,457
-309
-2% -$35.9K 1.98% 11
2013
Q4 		$1.97M Sell
15,766
-90
-0.6% -$10.9K 2.18% 9
2013
Q3 		$1.93M Buy
15,856
+1,180
+8% +$145K 2.33% 8
2013
Q2 		$1.74M Buy
+14,676
New +$1.77M 2.33% 9

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

First United Bank & Trust's CVX Position: Q2 2026 in Review

First United Bank & Trust reduced its Chevron (CVX) stake by 4.3% in Q2 2026, selling an estimated $100K and leaving 11,993 shares worth $1.99M. The position accounts for 0.57% of the portfolio, ranked #43.

First United Bank & Trust first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.9M in Q4 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • First United Bank & Trust held 11,993 shares of Chevron worth $1.99M as of Q2 2026.
  • First United Bank & Trust sold 539 Chevron shares in Q2 2026, an estimated $100K.
  • Chevron made up 0.57% of First United Bank & Trust's portfolio in Q2 2026, its #43 holding.
  • First United Bank & Trust first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's Chevron position peaked at $2.9M in Q4 2022.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.