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Unify Financial Advisors’s Chevron CVX Stock Holding History

Unify Financial Advisors’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 		$268K Sell
1,616
-40
-2% -$7.45K 0.25% 76
2026
Q1 		$343K Buy
1,656
+56
+4% +$10.2K 0.36% 67
2025
Q4 		$244K Buy
+1,600
New +$244K 0.25% 81

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Unify Financial Advisors's CVX Position: Q2 2026 in Review

Unify Financial Advisors reduced its Chevron (CVX) stake by 2.4% in Q2 2026, selling an estimated $7.45K and leaving 1,616 shares worth $268K. The position accounts for 0.25% of the portfolio, ranked #76.

Unify Financial Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Unify Financial Advisors held 1,616 shares of Chevron worth $268K as of Q2 2026.
  • Unify Financial Advisors sold 40 Chevron shares in Q2 2026, an estimated $7.45K.
  • Chevron made up 0.25% of Unify Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Unify Financial Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Chevron position peaked at $343K in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.