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UHLMANN PRICE SECURITIES’s Chevron CVX Stock Holding History

UHLMANN PRICE SECURITIES’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 		$263K Buy
1,590
+426
+37% +$79.3K 0.01% 228
2026
Q1 		$241K Buy
+1,164
New +$212K 0.02% 206

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

UHLMANN PRICE SECURITIES's CVX Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its Chevron (CVX) stake by 37% in Q2 2026, buying an estimated $79.3K and bringing the position to 1,590 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #228.

UHLMANN PRICE SECURITIES first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 1,590 shares of Chevron worth $263K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 426 Chevron shares in Q2 2026, an estimated $79.3K.
  • Chevron made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #228 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.