United Asset Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Sell |
6,247
-49,653
| -89% | -$9.24M | 0.07% | 140 |
|
|
2026
Q1 | $11.6M | Buy |
55,900
+39
| +0.1% | +$7.11K | 0.92% | 35 |
|
|
2025
Q4 | $8.51M | Buy |
55,861
+723
| +1% | +$110K | 0.66% | 45 |
|
|
2025
Q3 | $8.56M | Sell |
55,138
-27,635
| -33% | -$4.28M | 0.69% | 45 |
|
|
2025
Q2 | $11.9M | Sell |
82,773
-74
| -0.1% | -$10.4K | 1.01% | 32 |
|
|
2025
Q1 | $13.9M | Buy |
82,847
+526
| +0.6% | +$82.3K | 1.29% | 25 |
|
|
2024
Q4 | $11.9M | Buy |
82,321
+1,941
| +2% | +$297K | 1.09% | 31 |
|
|
2024
Q3 | $11.8M | Buy |
80,380
+3,105
| +4% | +$462K | 1.1% | 30 |
|
|
2024
Q2 | $12.1M | Sell |
77,275
-4,559
| -6% | -$727K | 1.19% | 28 |
|
|
2024
Q1 | $12.9M | Buy |
81,834
+7,723
| +10% | +$1.17M | 1.29% | 25 |
|
|
2023
Q4 | $11.1M | Buy |
74,111
+1,854
| +3% | +$280K | 1.24% | 26 |
|
|
2023
Q3 | $12.2M | Buy |
72,257
+242
| +0.3% | +$39.1K | 1.58% | 17 |
|
|
2023
Q2 | $11.3M | Sell |
72,015
-24,637
| -25% | -$3.95M | 1.41% | 20 |
|
|
2023
Q1 | $15.8M | Buy |
96,652
+312
| +0.3% | +$52.3K | 2.08% | 7 |
|
|
2022
Q4 | $17.3M | Buy |
96,340
+678
| +0.7% | +$118K | 2.41% | 4 |
|
|
2022
Q3 | $13.7M | Sell |
95,662
-12,112
| -11% | -$1.85M | 2.11% | 7 |
|
|
2022
Q2 | $15.6M | Sell |
107,774
-6,432
| -6% | -$1.06M | 2.27% | 6 |
|
|
2022
Q1 | $18.6M | Buy |
114,206
+23,243
| +26% | +$3.33M | 2.36% | 6 |
|
|
2021
Q4 | $10.7M | Sell |
90,963
-293
| -0.3% | -$33.3K | 1.27% | 27 |
|
|
2021
Q3 | $9.26M | Buy |
91,256
+6,899
| +8% | +$688K | 1.19% | 35 |
|
|
2021
Q2 | $8.84M | Buy |
84,357
+34,613
| +70% | +$3.65M | 1.18% | 35 |
|
|
2021
Q1 | $5.21M | Buy |
49,744
+41,369
| +494% | +$4.04M | 0.76% | 45 |
|
|
2020
Q4 | $707K | Sell |
8,375
-312
| -4% | -$25.3K | 0.11% | 128 |
|
|
2020
Q3 | $625K | Buy |
8,687
+46
| +0.5% | +$3.87K | 0.11% | 117 |
|
|
2020
Q2 | $771K | Sell |
8,641
-60,514
| -88% | -$5.42M | 0.15% | 106 |
|
|
2020
Q1 | $5.01M | Buy |
69,155
+33,750
| +95% | +$3.33M | 1.24% | 28 |
|
|
2019
Q4 | $4.27M | Buy |
35,405
+2,060
| +6% | +$243K | 0.83% | 44 |
|
|
2019
Q3 | $3.96M | Buy |
33,345
+2,764
| +9% | +$336K | 0.87% | 41 |
|
|
2019
Q2 | $3.81M | Buy |
30,581
+2,418
| +9% | +$292K | 0.87% | 41 |
|
|
2019
Q1 | $3.47M | Buy |
28,163
+6,143
| +28% | +$727K | 0.82% | 43 |
|
|
2018
Q4 | $2.4M | Sell |
22,020
-32,474
| -60% | -$3.76M | 0.65% | 49 |
|
|
2018
Q3 | $6.66M | Buy |
54,494
+2,810
| +5% | +$341K | 1.57% | 16 |
|
|
2018
Q2 | $6.53M | Buy |
51,684
+47,582
| +1,160% | +$5.91M | 1.73% | 9 |
|
|
2018
Q1 | $468K | Buy |
4,102
+105
| +3% | +$12.6K | 0.14% | 129 |
|
|
2017
Q4 | $500K | Buy |
+3,997
| New | +$474K | 0.13% | 124 |
|
Other funds holding CVX
AACR
United Asset Strategies's CVX Position: Q2 2026 in Review
United Asset Strategies reduced its Chevron (CVX) stake by 89% in Q2 2026, selling an estimated $9.24M and leaving 6,247 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #140.
United Asset Strategies first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $18.6M in Q1 2022. 2,166 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- United Asset Strategies held 6,247 shares of Chevron worth $1.04M as of Q2 2026.
- United Asset Strategies sold 49,653 Chevron shares in Q2 2026, an estimated $9.24M.
- Chevron made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #140 holding.
- United Asset Strategies first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- United Asset Strategies's Chevron position peaked at $18.6M in Q1 2022.
- 2,166 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.