United Capital Management of KS’s Chevron CVX Stock Holding History

United Capital Management of KS’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	–	Sell	-46,708	Closed	-$9.66M	–	103
2026 Q1	$9.66M	Buy	46,708 +1,739	+4%	+$317K	1.46%	29
2025 Q4	$6.85M	Buy	44,969 +2,012	+5%	+$306K	0.96%	37
2025 Q3	$6.67M	Buy	42,957 +947	+2%	+$147K	0.91%	39
2025 Q2	$6.02M	Buy	42,010 +2,004	+5%	+$283K	0.94%	40
2025 Q1	$6.69M	Buy	40,006 +4,505	+13%	+$705K	1.38%	24
2024 Q4	$5.14M	Buy	35,501 +798	+2%	+$122K	0.94%	38
2024 Q3	$5.11M	Buy	34,703 +395	+1%	+$58.8K	1.11%	32
2024 Q2	$5.37M	Buy	34,308 +8,545	+33%	+$1.36M	1.18%	32
2024 Q1	$4.06M	Buy	25,763 +5,214	+25%	+$787K	0.93%	41
2023 Q4	$3.07M	Buy	20,549 +1,597	+8%	+$242K	0.93%	44
2023 Q3	$3.2M	Buy	18,952 +1,231	+7%	+$199K	1.09%	36
2023 Q2	$2.79M	Buy	17,721 +867	+5%	+$139K	0.89%	46
2023 Q1	$2.75M	Buy	+16,854	New	+$2.83M	1.02%	40
2020 Q1	–	Sell	-17,512	Closed	-$2.11M	–	81
2019 Q4	$2.11M	Buy	17,512 +2,473	+16%	+$291K	1.34%	23
2019 Q3	$1.7M	Buy	15,039 +1,121	+8%	+$136K	1.24%	28
2019 Q2	$1.74M	Buy	13,918 +640	+5%	+$77.4K	1.31%	25
2019 Q1	$1.57M	Buy	13,278 +1,380	+12%	+$163K	1.23%	26
2018 Q4	$1.29M	Buy	11,898 +1,063	+10%	+$123K	1.2%	28
2018 Q3	$1.29M	Buy	+10,835	New	+$1.31M	1.04%	32

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

United Capital Management of KS's CVX Position: Q2 2026 in Review

United Capital Management of KS sold out of Chevron (CVX) in Q2 2026, closing a stake of 46,708 shares — an estimated $9.66M sold.

United Capital Management of KS first reported a position in CVX in Q3 2018 and held it in 19 quarters. The position peaked at $9.66M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

United Capital Management of KS reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
United Capital Management of KS sold 46,708 Chevron shares in Q2 2026, an estimated $9.66M.
United Capital Management of KS first reported a position in Chevron in Q3 2018 and held it in 19 quarters.
United Capital Management of KS's Chevron position peaked at $9.66M in Q1 2026.
2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.