UIM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$755K Buy
5,276
+241
+5% +$34.5K 0.81% 42
2025
Q1 		$842K Hold
5,035
– – 1% 34
2024
Q4 		$729K Buy
+5,035
New +$729K 0.83% 41