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 Q3	$2.3M	Sell	11,240 -937	-8%	-$185K	0.22%	120
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

United Advisor Group's CVX Position: Q3 2026 in Review

United Advisor Group reduced its Chevron (CVX) stake by 7.7% in Q3 2026, selling an estimated $185K and leaving 11,240 shares worth $2.3M. The position accounts for 0.22% of the portfolio, ranked #120.

United Advisor Group first reported a position in CVX in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.57M in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

United Advisor Group held 11,240 shares of Chevron worth $2.3M as of Q3 2026.
United Advisor Group sold 937 Chevron shares in Q3 2026, an estimated $185K.
Chevron made up 0.22% of United Advisor Group's portfolio in Q3 2026, its #120 holding.
United Advisor Group first reported a position in Chevron in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Chevron position peaked at $2.57M in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.