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
2025
Q2 		– Sell
-6,200
Closed -$1.04M – 2029
2025
Q1 		$1.04M Buy
+6,200
New +$971K ﹤0.01% 1455

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

Universal-Beteiligungs- und Servicegesellschaft's CVX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $3.69M and bringing the position to 979,319 shares worth $162M. The position accounts for 0.25% of the portfolio, ranked #75.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $198M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 979,319 shares of Chevron worth $162M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 19,830 Chevron shares in Q2 2026, an estimated $3.69M.
  • Chevron made up 0.25% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #75 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Chevron position peaked at $198M in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.