Union Savings Bank’s Chevron CVX Stock Holding History

Union Savings Bank’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	$1.06M	Sell	6,404 -190	-3%	-$35.4K	0.43%	43
2026 Q1	$1.36M	Sell	6,594 -22	-0.3%	-$4.01K	0.6%	27
2025 Q4	$1.01M	Buy	+6,616	New	+$1.01M	0.44%	45
2025 Q2	$1.07M	Buy	7,053 +1,266	+22%	+$178K	0.49%	39
2025 Q1	$968K	Sell	5,787 -1,002	-15%	-$157K	0.47%	42
2024 Q4	$983K	Sell	6,789 -470	-6%	-$71.9K	0.48%	44
2024 Q3	$1.07M	Buy	7,259 +7	+0.1%	+$1.04K	0.52%	42
2024 Q2	$1.13M	Sell	7,252 -55	-0.8%	-$8.77K	0.6%	33
2024 Q1	$1.15M	Sell	7,307 -539	-7%	-$81.3K	0.6%	35
2023 Q4	$1.17M	Sell	7,846 -156	-2%	-$23.6K	0.66%	32
2023 Q3	$1.35M	Buy	8,002 +408	+5%	+$65.9K	0.84%	28
2023 Q2	$1.24M	Buy	+7,594	New	+$1.22M	0.74%	30

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Union Savings Bank's CVX Position: Q2 2026 in Review

Union Savings Bank reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $35.4K and leaving 6,404 shares worth $1.06M. The position accounts for 0.43% of the portfolio, ranked #43.

Union Savings Bank first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2026. 2,663 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Union Savings Bank held 6,404 shares of Chevron worth $1.06M as of Q2 2026.
Union Savings Bank sold 190 Chevron shares in Q2 2026, an estimated $35.4K.
Chevron made up 0.43% of Union Savings Bank's portfolio in Q2 2026, its #43 holding.
Union Savings Bank first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Chevron position peaked at $1.36M in Q1 2026.
2,663 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.