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Unique Wealth Strategies’s Chevron CVX Stock Holding History

Unique Wealth Strategies’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 		– Sell
-3,409
Closed -$705K – 234
2026
Q1 		$705K Buy
+3,409
New +$622K 0.29% 82
2025
Q4 		– Sell
-4,090
Closed -$635K – 224
2025
Q3 		$635K Buy
+4,090
New +$633K 0.25% 123
2024
Q3 		– Sell
-3,913
Closed -$617K – 321
2024
Q2 		$617K Hold
3,913
– – 0.29% 98
2024
Q1 		$617K Buy
3,913
+1,461
+60% +$220K 0.3% 98
2023
Q4 		$366K Buy
+2,452
New +$371K 0.24% 121

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

Unique Wealth Strategies's CVX Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Chevron (CVX) in Q2 2026, closing a stake of 3,409 shares — an estimated $705K sold.

Unique Wealth Strategies first reported a position in CVX in Q4 2023 and held it in 5 quarters. The position peaked at $705K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 3,409 Chevron shares in Q2 2026, an estimated $705K.
  • Unique Wealth Strategies first reported a position in Chevron in Q4 2023 and held it in 5 quarters.
  • Unique Wealth Strategies's Chevron position peaked at $705K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.