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Unique Wealth’s Chevron CVX Stock Holding History

Unique Wealth’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 		$1.28M Buy
7,722
+1,741
+29% +$324K 0.15% 83
2026
Q1 		$1.24M Buy
5,981
+170
+3% +$31K 0.17% 76
2025
Q4 		$886K Buy
5,811
+5
+0.1% +$762 0.12% 95
2025
Q3 		$902K Buy
5,806
+775
+15% +$120K 0.13% 92
2025
Q2 		$720K Sell
5,031
-81
-2% -$11.4K 0.12% 94
2025
Q1 		$855K Buy
5,112
+2,903
+131% +$454K 0.16% 82
2024
Q4 		$320K Buy
2,209
+610
+38% +$93.4K 0.07% 112
2024
Q3 		$236K Sell
1,599
-14
-0.9% -$2.08K 0.05% 106
2024
Q2 		$252K Buy
1,613
+24
+2% +$3.83K 0.07% 85
2024
Q1 		$251K Sell
1,589
-80
-5% -$12.1K 0.07% 81
2023
Q4 		$249K Buy
1,669
+101
+6% +$15.3K 0.08% 76
2023
Q3 		$264K Hold
1,568
– – 0.11% 70
2023
Q2 		$247K Buy
1,568
+24
+2% +$3.85K 0.11% 68
2023
Q1 		$252K Sell
1,544
-36
-2% -$6.04K 0.12% 51
2022
Q4 		$284K Buy
+1,580
New +$276K 0.15% 47

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Unique Wealth's CVX Position: Q2 2026 in Review

Unique Wealth increased its Chevron (CVX) stake by 29% in Q2 2026, buying an estimated $324K and bringing the position to 7,722 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #83.

Unique Wealth first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Unique Wealth held 7,722 shares of Chevron worth $1.28M as of Q2 2026.
  • Unique Wealth bought 1,741 Chevron shares in Q2 2026, an estimated $324K.
  • Chevron made up 0.15% of Unique Wealth's portfolio in Q2 2026, its #83 holding.
  • Unique Wealth first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.