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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ullmann Wealth Partners Group's CVX Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its Chevron (CVX) stake by 10% in Q1 2026, selling an estimated $73.7K and leaving 3,609 shares worth $747K. The position accounts for 0.08% of the portfolio, ranked #84.

Ullmann Wealth Partners Group first reported a position in CVX in Q1 2017 and has held it in 13 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Ullmann Wealth Partners Group held 3,609 shares of Chevron worth $747K as of Q1 2026.
  • Ullmann Wealth Partners Group sold 404 Chevron shares in Q1 2026, an estimated $73.7K.
  • Chevron made up 0.08% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #84 holding.
  • Ullmann Wealth Partners Group first reported a position in Chevron in Q1 2017 and has held it in 13 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.