Unified Investment Management’s Chevron CVX Stock Holding History

Unified Investment Management’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 Q3	$1.09M	Hold	5,346	–	–	0.96%	31
2026 Q2	$886K	Hold	5,346	–	–	0.82%	35
2026 Q1	$1.11M	Hold	5,346	–	–	1.13%	24
2025 Q4	$815K	Hold	5,346	–	–	0.82%	37
2025 Q3	$830K	Buy	5,346 +70	+1%	+$10.8K	0.83%	40
2025 Q2	$755K	Buy	5,276 +241	+5%	+$34K	0.81%	42
2025 Q1	$842K	Hold	5,035	–	–	1%	34
2024 Q4	$729K	Buy	+5,035	New	+$771K	0.83%	41

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Unified Investment Management's CVX Position: Q3 2026 in Review

Unified Investment Management held its Chevron (CVX) position steady in Q3 2026 at 5,346 shares worth $1.09M. The position accounts for 0.96% of the portfolio, ranked #31.

Unified Investment Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 710 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Unified Investment Management held 5,346 shares of Chevron worth $1.09M as of Q3 2026.
Unified Investment Management left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.96% of Unified Investment Management's portfolio in Q3 2026, its #31 holding.
Unified Investment Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Unified Investment Management's Chevron position peaked at $1.11M in Q1 2026.
710 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.