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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Unified Investment Management's CVX Position: Q2 2026 in Review

Unified Investment Management held its Chevron (CVX) position steady in Q2 2026 at 5,346 shares worth $886K. The position accounts for 0.82% of the portfolio, ranked #35.

Unified Investment Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Unified Investment Management held 5,346 shares of Chevron worth $886K as of Q2 2026.
  • Unified Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.82% of Unified Investment Management's portfolio in Q2 2026, its #35 holding.
  • Unified Investment Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Chevron position peaked at $1.11M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.