UAG
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United Advisor Group’s Chevron CVX Stock Holding History

United Advisor Group’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 		$2.02M Sell
12,177
-243
-2% -$45.2K 0.21% 125
2026
Q1 		$2.57M Sell
12,420
-799
-6% -$146K 0.32% 81
2025
Q4 		$2.01M Sell
13,219
-1,407
-10% -$214K 0.25% 103
2025
Q3 		$2.27M Buy
14,626
+8,188
+127% +$1.27M 0.31% 79
2025
Q2 		$922K Buy
6,438
+976
+18% +$138K 0.16% 146
2025
Q1 		$914K Sell
5,462
-2,032
-27% -$318K 0.19% 123
2024
Q4 		$1.09M Buy
7,494
+1,366
+22% +$209K 0.21% 114
2024
Q3 		$902K Buy
6,128
+1,296
+27% +$193K 0.2% 112
2024
Q2 		$756K Buy
4,832
+1,786
+59% +$285K 0.23% 96
2024
Q1 		$480K Buy
+3,046
New +$460K 0.18% 121

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Advisor Group's CVX Position: Q2 2026 in Review

United Advisor Group reduced its Chevron (CVX) stake by 2% in Q2 2026, selling an estimated $45.2K and leaving 12,177 shares worth $2.02M. The position accounts for 0.21% of the portfolio, ranked #125.

United Advisor Group first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.57M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • United Advisor Group held 12,177 shares of Chevron worth $2.02M as of Q2 2026.
  • United Advisor Group sold 243 Chevron shares in Q2 2026, an estimated $45.2K.
  • Chevron made up 0.21% of United Advisor Group's portfolio in Q2 2026, its #125 holding.
  • United Advisor Group first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's Chevron position peaked at $2.57M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.