UBS Group’s Chevron CVX Stock Holding History

UBS Group’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	$2.17B	Sell	10,494,969 -1,060,624	-9%	-$193M	0.33%	46
2025 Q4	$1.76B	Buy	11,555,593 +463,172	+4%	+$70.5M	0.29%	48
2025 Q3	$1.72B	Sell	11,092,421 -4,444,439	-29%	-$688M	0.27%	48
2025 Q2	$2.22B	Buy	15,536,860 +1,328,974	+9%	+$187M	0.39%	32
2025 Q1	$2.38B	Sell	14,207,886 -322,634	-2%	-$50.5M	0.44%	22
2024 Q4	$2.1B	Buy	14,530,520 +4,403,232	+43%	+$674M	0.39%	29
2024 Q3	$1.49B	Sell	10,127,288 -221,690	-2%	-$33M	0.32%	50
2024 Q2	$1.62B	Buy	10,348,978 +1,364,432	+15%	+$218M	0.4%	35
2024 Q1	$1.42B	Buy	8,984,546 +1,504,860	+20%	+$227M	0.35%	41
2023 Q4	$1.12B	Sell	7,479,686 -726,129	-9%	-$110M	0.33%	51
2023 Q3	$1.38B	Buy	8,205,815 +1,002,082	+14%	+$162M	0.48%	31
2023 Q2	$1.13B	Sell	7,203,733 -163,973	-2%	-$26.3M	0.38%	46
2023 Q1	$1.2B	Sell	7,367,706 -597,273	-7%	-$100M	0.44%	35
2022 Q4	$1.43B	Buy	7,964,979 +1,483,510	+23%	+$259M	0.53%	21
2022 Q3	$931M	Sell	6,481,469 -215,089	-3%	-$32.8M	0.41%	40
2022 Q2	$970M	Sell	6,696,558 -1,837,407	-22%	-$304M	0.4%	42
2022 Q1	$1.39B	Buy	8,533,965 +1,363,480	+19%	+$196M	0.46%	34
2021 Q4	$841M	Sell	7,170,485 -345,520	-5%	-$39.2M	0.24%	85
2021 Q3	$762M	Sell	7,516,005 -304,328	-4%	-$30.4M	0.24%	93
2021 Q2	$819M	Buy	7,820,333 +138,022	+2%	+$14.6M	0.26%	83
2021 Q1	$805M	Sell	7,682,311 -1,297,815	-14%	-$127M	0.27%	73
2020 Q4	$758M	Sell	8,980,126 -671,049	-7%	-$54.3M	0.26%	84
2020 Q3	$695M	Buy	9,651,175 +563,959	+6%	+$47.4M	0.26%	89
2020 Q2	$811M	Sell	9,087,216 -267,197	-3%	-$23.9M	0.34%	61
2020 Q1	$678M	Sell	9,354,413 -1,260,863	-12%	-$125M	0.32%	65
2019 Q4	$1.28B	Sell	10,615,276 -169,554	-2%	-$20M	0.45%	39
2019 Q3	$1.28B	Sell	10,784,830 -1,085,530	-9%	-$132M	0.49%	35
2019 Q2	$1.48B	Sell	11,870,360 -1,834,228	-13%	-$222M	0.57%	30
2019 Q1	$1.69B	Buy	13,704,588 +2,300,250	+20%	+$272M	0.7%	17
2018 Q4	$1.24B	Sell	11,404,338 -666,583	-6%	-$77.2M	0.56%	24
2018 Q3	$1.48B	Buy	12,070,921 +88,549	+0.7%	+$10.7M	0.59%	23
2018 Q2	$1.51B	Buy	11,982,372 +1,503,731	+14%	+$187M	0.66%	15
2018 Q1	$1.19B	Buy	10,478,641 +160,741	+2%	+$19.2M	0.52%	26
2017 Q4	$1.29B	Buy	10,317,900 +624,623	+6%	+$74.1M	0.53%	22
2017 Q3	$1.14B	Buy	9,693,277 +1,441,138	+17%	+$157M	0.53%	22
2017 Q2	$861M	Buy	8,252,139 +36,063	+0.4%	+$3.82M	0.45%	35
2017 Q1	$882M	Buy	8,216,076 +2,650,171	+48%	+$297M	0.48%	29
2016 Q4	$655M	Buy	5,565,905 +92,970	+2%	+$10.1M	0.36%	48
2016 Q3	$563M	Buy	5,472,935 +52,730	+1%	+$5.38M	0.34%	56
2016 Q2	$568M	Buy	5,420,205 +332,596	+7%	+$33.5M	0.36%	44
2016 Q1	$485M	Buy	5,087,609 +431,052	+9%	+$37.7M	0.33%	53
2015 Q4	$419M	Buy	4,656,557 +273,725	+6%	+$24.7M	0.27%	71
2015 Q3	$346M	Sell	4,382,832 -645,695	-13%	-$54.4M	0.24%	78
2015 Q2	$485M	Sell	5,028,527 -170,853	-3%	-$17.9M	0.32%	52
2015 Q1	$546M	Buy	5,199,380 +431,628	+9%	+$46.1M	0.38%	36
2014 Q4	$535M	Buy	+4,767,752	New	+$542M	0.37%	43

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

UBS Group's CVX Position: Q1 2026 in Review

UBS Group reduced its Chevron (CVX) stake by 9.2% in Q1 2026, selling an estimated $193M and leaving 10,494,969 shares worth $2.17B. The position accounts for 0.33% of the portfolio, ranked #46.

UBS Group first reported a position in CVX in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.38B in Q1 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

UBS Group held 10,494,969 shares of Chevron worth $2.17B as of Q1 2026.
UBS Group sold 1,060,624 Chevron shares in Q1 2026, an estimated $193M.
Chevron made up 0.33% of UBS Group's portfolio in Q1 2026, its #46 holding.
UBS Group first reported a position in Chevron in Q4 2014 and has held it in 46 quarters since.
UBS Group's Chevron position peaked at $2.38B in Q1 2025.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.