UCFA
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United Capital Financial Advisors’s Chevron CVX Stock Holding History

United Capital Financial 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
2021
Q2 		– Sell
-4,600
Closed -$482K – 1227
2021
Q1 		$482K Hold
4,600
– – ﹤0.01% 854
2020
Q4 		$388K Buy
+4,600
New +$372K ﹤0.01% 919
2019
Q2 		– Sell
-2,000
Closed -$246K – 1469
2019
Q1 		$246K Buy
+2,000
New +$237K ﹤0.01% 1202

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 $336B AUM 34.66% 1-Year Est. Return

United Capital Financial Advisors's CVX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Chevron (CVX) stake by 0.26% in Q1 2026, buying an estimated $122K and bringing the position to 258,043 shares worth $53.4M. The position accounts for 0.33% of the portfolio, ranked #59.

United Capital Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q4 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • United Capital Financial Advisors held 258,043 shares of Chevron worth $53.4M as of Q1 2026.
  • United Capital Financial Advisors bought 670 Chevron shares in Q1 2026, an estimated $122K.
  • Chevron made up 0.33% of United Capital Financial Advisors's portfolio in Q1 2026, its #59 holding.
  • United Capital Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Chevron position peaked at $123M in Q4 2022.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.