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Ulland Investment Advisors’s Chevron CVX Stock Holding History

Ulland Investment Advisors’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 		$116K Hold
700
– – 0.09% 94
2026
Q1 		$145K Sell
700
-18
-3% -$3.28K 0.12% 80
2025
Q4 		$109K Hold
718
– – 0.09% 87
2025
Q3 		$111K Hold
718
– – 0.08% 84
2025
Q2 		$103K Hold
718
– – 0.08% 88
2025
Q1 		$120K Hold
718
– – 0.1% 75
2024
Q4 		$104K Hold
718
– – 0.07% 79
2024
Q3 		$106K Hold
718
– – 0.08% 76
2024
Q2 		$112K Hold
718
– – 0.08% 81
2024
Q1 		$113K Hold
718
– – 0.09% 83
2023
Q4 		$107K Hold
718
– – 0.11% 77
2023
Q3 		$121K Hold
718
– – 0.13% 65
2023
Q2 		$113K Hold
718
– – 0.12% 71
2023
Q1 		$117K Hold
718
– – 0.14% 64
2022
Q4 		$129K Hold
718
– – 0.15% 63
2022
Q3 		$103K Hold
718
– – 0.11% 66
2022
Q2 		$104K Hold
718
– – 0.11% 68
2022
Q1 		$117K Hold
718
– – 0.09% 71
2021
Q4 		$84K Buy
+718
New +$81.6K 0.05% 87

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ulland Investment Advisors's CVX Position: Q2 2026 in Review

Ulland Investment Advisors held its Chevron (CVX) position steady in Q2 2026 at 700 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #94.

Ulland Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $145K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ulland Investment Advisors held 700 shares of Chevron worth $116K as of Q2 2026.
  • Ulland Investment Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.09% of Ulland Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Ulland Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Chevron position peaked at $145K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.