Unison Advisors’s Chevron CVX Stock Holding History

Unison 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	$3.12M	Buy	18,796 +178	+1%	+$33.1K	0.22%	55
2026 Q1	$3.85M	Buy	18,618 +193	+1%	+$35.2K	0.29%	41
2025 Q4	$2.81M	Buy	18,425 +201	+1%	+$30.6K	0.25%	48
2025 Q3	$2.83M	Buy	18,224 +108	+0.6%	+$16.7K	0.26%	47
2025 Q2	$2.59M	Buy	18,116 +216	+1%	+$30.4K	0.29%	50
2025 Q1	$2.99M	Buy	+17,900	New	+$2.8M	0.38%	43
2020 Q2	–	Sell	-11,414	Closed	-$827K	–	154
2020 Q1	$827K	Buy	11,414 +110	+1%	+$10.9K	0.89%	47
2019 Q4	$1.36M	Buy	11,304 +114	+1%	+$13.4K	0.98%	40
2019 Q3	$1.33M	Buy	11,190 +106	+1%	+$12.9K	1.02%	41
2019 Q2	$1.38M	Buy	11,084 +103	+0.9%	+$12.5K	1.04%	36
2019 Q1	$1.35M	Buy	10,981 +108	+1%	+$12.8K	1%	32
2018 Q4	$1.18M	Buy	10,873 +96	+0.9%	+$11.1K	0.94%	37
2018 Q3	$1.32M	Buy	10,777 +95	+0.9%	+$11.5K	0.92%	39
2018 Q2	$1.35M	Buy	10,682 +104	+1%	+$12.9K	0.99%	30
2018 Q1	$1.21M	Buy	10,578 +88	+0.8%	+$10.5K	0.9%	44
2017 Q4	$1.31M	Buy	+10,490	New	+$1.24M	0.96%	42

Other funds holding CVX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Unison Advisors's CVX Position: Q2 2026 in Review

Unison Advisors increased its Chevron (CVX) stake by 0.96% in Q2 2026, buying an estimated $33.1K and bringing the position to 18,796 shares worth $3.12M. The position accounts for 0.22% of the portfolio, ranked #55.

Unison Advisors first reported a position in CVX in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.85M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Unison Advisors held 18,796 shares of Chevron worth $3.12M as of Q2 2026.
Unison Advisors bought 178 Chevron shares in Q2 2026, an estimated $33.1K.
Chevron made up 0.22% of Unison Advisors's portfolio in Q2 2026, its #55 holding.
Unison Advisors first reported a position in Chevron in Q4 2017 and has held it in 16 quarters since.
Unison Advisors's Chevron position peaked at $3.85M in Q1 2026.
2,524 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.