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Uniting Wealth Partners’s Chevron CVX Stock Holding History

Uniting Wealth Partners’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 		$1.06M Sell
6,386
-224
-3% -$41.7K 0.21% 75
2026
Q1 		$1.37M Sell
6,610
-4,464
-40% -$814K 0.29% 59
2025
Q4 		$1.69M Buy
11,074
+50
+0.5% +$7.62K 0.52% 35
2025
Q3 		$1.71M Buy
11,024
+5,160
+88% +$799K 0.4% 47
2025
Q2 		$840K Buy
5,864
+405
+7% +$57.1K 0.32% 41
2025
Q1 		$913K Sell
5,459
-1
-0% -$157 0.46% 30
2024
Q4 		$791K Buy
+5,460
New +$836K 0.38% 33

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Uniting Wealth Partners's CVX Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Chevron (CVX) stake by 3.4% in Q2 2026, selling an estimated $41.7K and leaving 6,386 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #75.

Uniting Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q3 2025. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Uniting Wealth Partners held 6,386 shares of Chevron worth $1.06M as of Q2 2026.
  • Uniting Wealth Partners sold 224 Chevron shares in Q2 2026, an estimated $41.7K.
  • Chevron made up 0.21% of Uniting Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Uniting Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Chevron position peaked at $1.71M in Q3 2025.
  • 2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.