UBS AM’s Chevron CVX Stock Holding History

UBS AM’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	$1.32B	Sell	6,361,047 -475,284	-7%	-$86.7M	0.27%	70
2025 Q4	$1.04B	Sell	6,836,331 -1,779,911	-21%	-$271M	0.22%	84
2025 Q3	$1.34B	Buy	8,616,242 +196,895	+2%	+$30.5M	0.29%	63
2025 Q2	$1.21B	Sell	8,419,347 -77,941	-0.9%	-$11M	0.24%	88
2025 Q1	$1.42B	Buy	8,497,288 +573,072	+7%	+$89.7M	0.36%	50
2024 Q4	$1.15B	Buy	7,924,216 +133,360	+2%	+$20.4M	0.27%	65
2024 Q3	$1.15B	Buy	7,790,856 +138,496	+2%	+$20.6M	0.29%	62
2024 Q2	$1.2B	Buy	7,652,360 +1,634,514	+27%	+$261M	0.34%	51
2024 Q1	$949M	Sell	6,017,846 -66,449	-1%	-$10M	0.34%	56
2023 Q4	$908M	Sell	6,084,295 -144,173	-2%	-$21.8M	0.36%	49
2023 Q3	$1.05B	Buy	6,228,468 +265,123	+4%	+$42.8M	0.47%	33
2023 Q2	$973M	Hold	5,963,345	–	–	0.47%	35
2023 Q1	$973M	Buy	5,963,345 +79,331	+1%	+$13.3M	0.47%	35
2022 Q4	$1.06B	Sell	5,884,014 -698,228	-11%	-$122M	0.55%	27
2022 Q3	$946M	Buy	6,582,242 +177,050	+3%	+$27M	0.53%	30
2022 Q2	$927M	Buy	6,405,192 +592,981	+10%	+$98M	0.49%	32
2022 Q1	$946M	Sell	5,812,211 -503,986	-8%	-$72.3M	0.41%	41
2021 Q4	$741M	Sell	6,316,197 -791,607	-11%	-$89.9M	0.28%	69
2021 Q3	$721M	Buy	7,107,804 +435,089	+7%	+$43.4M	0.3%	63
2021 Q2	$699M	Sell	6,672,715 -1,657,279	-20%	-$175M	0.3%	63
2021 Q1	$873M	Buy	8,329,994 +602,200	+8%	+$58.8M	0.39%	46
2020 Q4	$653M	Buy	7,727,794 +1,188,386	+18%	+$96.2M	0.31%	61
2020 Q3	$471M	Sell	6,539,408 -341,411	-5%	-$28.7M	0.25%	76
2020 Q2	$614M	Sell	6,880,819 -90,548	-1%	-$8.11M	0.38%	51
2020 Q1	$505M	Buy	6,971,367 +518,438	+8%	+$51.2M	0.36%	56
2019 Q4	$778M	Buy	6,452,929 +286,990	+5%	+$33.8M	0.48%	39
2019 Q3	$731M	Sell	6,165,939 -169,771	-3%	-$20.6M	0.49%	38
2019 Q2	$788M	Sell	6,335,710 -533,406	-8%	-$64.5M	0.56%	31
2019 Q1	$846M	Buy	6,869,116 +681,455	+11%	+$80.6M	0.63%	27
2018 Q4	$673M	Buy	6,187,661 +74,126	+1%	+$8.59M	0.58%	31
2018 Q3	$748M	Sell	6,113,535 -1,810,926	-23%	-$220M	0.56%	31
2018 Q2	$1B	Buy	7,924,461 +308,337	+4%	+$38.3M	0.77%	17
2018 Q1	$869M	Buy	7,616,124 +363,062	+5%	+$43.4M	0.69%	21
2017 Q4	$908M	Buy	7,253,062 +732,739	+11%	+$86.9M	0.77%	17
2017 Q3	$766M	Buy	6,520,323 +525,717	+9%	+$57.4M	0.7%	21
2017 Q2	$625M	Sell	5,994,606 -1,140,743	-16%	-$121M	0.61%	27
2017 Q1	$766M	Sell	7,135,349 -89,060	-1%	-$9.99M	0.78%	15
2016 Q4	$850M	Sell	7,224,409 -259,795	-3%	-$28.3M	0.95%	14
2016 Q3	$770M	Buy	7,484,204 +396,271	+6%	+$40.5M	0.83%	13
2016 Q2	$743M	Buy	7,087,933 +29,865	+0.4%	+$3M	0.84%	13
2016 Q1	$673M	Buy	7,058,068 +151,455	+2%	+$13.2M	0.78%	16
2015 Q4	$621M	Sell	6,906,613 -655,945	-9%	-$59.1M	0.71%	20
2015 Q3	$597M	Sell	7,562,558 -611,941	-7%	-$51.5M	0.66%	25
2015 Q2	$789M	Buy	8,174,499 +73,387	+0.9%	+$7.71M	0.76%	18
2015 Q1	$850M	Buy	8,101,112 +519,776	+7%	+$55.5M	0.82%	14
2014 Q4	$850M	Buy	7,581,336 +86,086	+1%	+$9.78M	0.81%	14
2014 Q3	$894M	Buy	7,495,250 +270,916	+4%	+$34.6M	0.89%	11
2014 Q2	$943M	Buy	7,224,334 +12,355	+0.2%	+$1.54M	0.95%	8
2014 Q1	$858M	Buy	7,211,979 +874,762	+14%	+$102M	0.92%	10
2013 Q4	$792M	Buy	6,337,217 +14,328	+0.2%	+$1.73M	0.91%	11
2013 Q3	$768M	Buy	6,322,889 +67,202	+1%	+$8.26M	0.95%	12
2013 Q2	$740M	Buy	+6,255,687	New	+$756M	0.95%	13

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 $336B AUM 34.66% 1-Year Est. Return

UBS AM's CVX Position: Q1 2026 in Review

UBS AM reduced its Chevron (CVX) stake by 7% in Q1 2026, selling an estimated $86.7M and leaving 6,361,047 shares worth $1.32B. The position accounts for 0.27% of the portfolio, ranked #70.

UBS AM first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.42B in Q1 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

UBS AM held 6,361,047 shares of Chevron worth $1.32B as of Q1 2026.
UBS AM sold 475,284 Chevron shares in Q1 2026, an estimated $86.7M.
Chevron made up 0.27% of UBS AM's portfolio in Q1 2026, its #70 holding.
UBS AM first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
UBS AM's Chevron position peaked at $1.42B in Q1 2025.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.