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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

United Advisor Group's CVX Position: Q1 2026 in Review

United Advisor Group reduced its Chevron (CVX) stake by 6% in Q1 2026, selling an estimated $146K and leaving 12,420 shares worth $2.57M. The position accounts for 0.32% of the portfolio, ranked #81.

United Advisor Group first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • United Advisor Group held 12,420 shares of Chevron worth $2.57M as of Q1 2026.
  • United Advisor Group sold 799 Chevron shares in Q1 2026, an estimated $146K.
  • Chevron made up 0.32% of United Advisor Group's portfolio in Q1 2026, its #81 holding.
  • United Advisor Group first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.