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Ullmann Wealth Partners Group’s Chevron CVX Stock Holding History

Ullmann Wealth Partners 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
Q2 		$599K Buy
3,615
+6
+0.2% +$1.12K 0.05% 106
2026
Q1 		$747K Sell
3,609
-404
-10% -$73.7K 0.08% 84
2025
Q4 		$633K Buy
4,013
+181
+5% +$27.6K 0.07% 92
2025
Q3 		$595K Sell
3,832
-24
-0.6% -$3.72K 0.07% 92
2025
Q2 		$552K Sell
3,856
-229
-6% -$32.3K 0.07% 89
2025
Q1 		$683K Buy
4,085
+161
+4% +$25.2K 0.09% 71
2024
Q4 		$568K Buy
3,924
+90
+2% +$13.8K 0.07% 82
2024
Q3 		$565K Buy
3,834
+2,307
+151% +$343K 0.07% 83
2024
Q2 		$239K Buy
1,527
+16
+1% +$2.55K 0.03% 100
2024
Q1 		$238K Buy
1,511
+153
+11% +$23.1K 0.04% 102
2023
Q4 		$203K Buy
1,358
+46
+4% +$6.96K 0.03% 103
2023
Q3 		$221K Buy
+1,312
New +$212K 0.04% 94
2017
Q3 		– Sell
-268
Closed -$27K – 67
2017
Q2 		$27K Hold
268
– – 0.02% 108
2017
Q1 		$28K Buy
+268
New +$30.1K 0.02% 98

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ullmann Wealth Partners Group's CVX Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Chevron (CVX) stake by 0.17% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,615 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #106.

Ullmann Wealth Partners Group first reported a position in CVX in Q1 2017 and has held it in 14 quarters since. The position peaked at $747K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ullmann Wealth Partners Group held 3,615 shares of Chevron worth $599K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 6 Chevron shares in Q2 2026, an estimated $1.12K.
  • Chevron made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #106 holding.
  • Ullmann Wealth Partners Group first reported a position in Chevron in Q1 2017 and has held it in 14 quarters since.
  • Ullmann Wealth Partners Group's Chevron position peaked at $747K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.