Univest Financial’s Chevron CVX Stock Holding History

Univest Financial’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	$1.68M	Sell	8,128 -63	-0.8%	-$11.5K	0.09%	126
2025 Q4	$1.25M	Sell	8,191 -400	-5%	-$60.9K	0.07%	142
2025 Q3	$1.33M	Sell	8,591 -404	-4%	-$62.6K	0.07%	142
2025 Q2	$1.29M	Sell	8,995 -8,161	-48%	-$1.15M	0.08%	138
2025 Q1	$2.87M	Buy	17,156 +499	+3%	+$78.1K	0.19%	89
2024 Q4	$2.41M	Buy	16,657 +274	+2%	+$41.9K	0.15%	106
2024 Q3	$2.41M	Buy	16,383 +12,164	+288%	+$1.81M	0.16%	102
2024 Q2	$660K	Sell	4,219 -34	-0.8%	-$5.42K	0.18%	56
2024 Q1	$671K	Buy	4,253 +429	+11%	+$64.7K	0.19%	55
2023 Q4	$570K	Sell	3,824 -360	-9%	-$54.4K	0.17%	63
2023 Q3	$705K	Sell	4,184 -75	-2%	-$12.1K	0.24%	53
2023 Q2	$670K	Hold	4,259	–	–	0.2%	55
2023 Q1	$695K	Buy	4,259 +1,083	+34%	+$182K	0.22%	55
2022 Q4	$570K	Hold	3,176	–	–	0.18%	65
2022 Q3	$456K	Hold	3,176	–	–	0.15%	73
2022 Q2	$459K	Sell	3,176 -45	-1%	-$7.44K	0.15%	67
2022 Q1	$525K	Sell	3,221 -10	-0.3%	-$1.43K	0.15%	66
2021 Q4	$379K	Sell	3,231 -345	-10%	-$39.2K	0.1%	79
2021 Q3	$362K	Hold	3,576	–	–	0.1%	79
2021 Q2	$374K	Hold	3,576	–	–	0.1%	82
2021 Q1	$374K	Hold	3,576	–	–	0.11%	79
2020 Q4	$302K	Hold	3,576	–	–	0.09%	90
2020 Q3	$258K	Hold	3,576	–	–	0.08%	90
2020 Q2	$319K	Sell	3,576 -3,913	-52%	-$350K	0.11%	81
2020 Q1	$543K	Sell	7,489 -586	-7%	-$57.9K	0.22%	63
2019 Q4	$950K	Buy	8,075 +2,488	+45%	+$293K	0.4%	62
2019 Q3	$663K	Sell	5,587 -575	-9%	-$69.8K	0.21%	65
2019 Q2	$767K	Sell	6,162 -145	-2%	-$17.5K	0.24%	62
2019 Q1	$777K	Buy	6,307 +1,083	+21%	+$128K	0.25%	61
2018 Q4	$568K	Sell	5,224 -683	-12%	-$79.1K	0.21%	74
2018 Q3	$722K	Sell	5,907 -226	-4%	-$27.4K	0.22%	64
2018 Q2	$775K	Buy	6,133 +2,183	+55%	+$271K	0.31%	59
2018 Q1	$450K	Hold	3,950	–	–	0.19%	65
2017 Q4	$494K	Hold	3,950	–	–	0.2%	64
2017 Q3	$464K	Sell	3,950 -763	-16%	-$83.3K	0.2%	66
2017 Q2	$492K	Sell	4,713 -251	-5%	-$26.6K	0.21%	66
2017 Q1	$533K	Sell	4,964 -3,111	-39%	-$349K	0.23%	63
2016 Q4	$950K	Buy	8,075 +3,921	+94%	+$427K	0.4%	62
2016 Q3	$428K	Sell	4,154 -787	-16%	-$80.4K	0.19%	68
2016 Q2	$518K	Buy	4,941 +14	+0.3%	+$1.41K	0.24%	62
2016 Q1	$470K	Buy	4,927 +433	+10%	+$37.9K	0.21%	62
2015 Q4	$404K	Sell	4,494 -90	-2%	-$8.12K	0.18%	71
2015 Q3	$362K	Buy	4,584 +244	+6%	+$20.5K	0.18%	69
2015 Q2	$419K	Buy	4,340 +201	+5%	+$21.1K	0.19%	64
2015 Q1	$435K	Buy	4,139 +259	+7%	+$27.6K	0.2%	66
2014 Q4	$435K	Sell	3,880 -1,484	-28%	-$169K	0.19%	65
2014 Q3	$640K	Sell	5,364 -350	-6%	-$44.7K	0.3%	62
2014 Q2	$746K	Sell	5,714 -377	-6%	-$46.9K	0.35%	61
2014 Q1	$724K	Sell	6,091 -236	-4%	-$27.4K	0.36%	60
2013 Q4	$790K	Sell	6,327 -183	-3%	-$22.1K	0.39%	61
2013 Q3	$791K	Buy	6,510 +440	+7%	+$54.1K	0.42%	59
2013 Q2	$718K	Buy	+6,070	New	+$734K	0.39%	59

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Univest Financial's CVX Position: Q1 2026 in Review

Univest Financial reduced its Chevron (CVX) stake by 0.77% in Q1 2026, selling an estimated $11.5K and leaving 8,128 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #126.

Univest Financial first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.87M in Q1 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Univest Financial held 8,128 shares of Chevron worth $1.68M as of Q1 2026.
Univest Financial sold 63 Chevron shares in Q1 2026, an estimated $11.5K.
Chevron made up 0.09% of Univest Financial's portfolio in Q1 2026, its #126 holding.
Univest Financial first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Univest Financial's Chevron position peaked at $2.87M in Q1 2025.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.