Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Chevron CVX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$198M Buy
959,489
+162,837
+20% +$29.7M 0.34% 47
2025
Q4 		$122M Buy
796,652
+10,111
+1% +$1.54M 0.2% 96
2025
Q3 		$122M Buy
786,541
+121,167
+18% +$18.8M 0.2% 97
2025
Q2 		$95.3M Buy
665,374
+61,342
+10% +$8.65M 0.17% 121
2025
Q1 		$101M Buy
604,032
+14,993
+3% +$2.35M 0.2% 104
2024
Q4 		$85.3M Buy
+589,039
New +$90.2M 0.17% 125

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

Universal-Beteiligungs- und Servicegesellschaft's CVX Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Chevron (CVX) stake by 20% in Q1 2026, buying an estimated $29.7M and bringing the position to 959,489 shares worth $198M. The position accounts for 0.34% of the portfolio, ranked #47.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 959,489 shares of Chevron worth $198M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 162,837 Chevron shares in Q1 2026, an estimated $29.7M.
  • Chevron made up 0.34% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #47 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.