United Asset Strategies, Inc. Chevron Corp Transaction History

United Asset Strategies, Inc.

$1.24 Billion
Q3 2025

A detailed history of United Asset Strategies, Inc. transactions in Chevron Corp stock. As of the latest transaction made, United Asset Strategies, Inc. holds 55,138 shares of CVX stock, worth $8.54 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

55,138

Previous 82,773 33.39%

Holding current value

$8.54 Million

Previous $11.9 Million 27.76%

% of portfolio

0.69%

Previous 1.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$145.57 - $161.83 $4.02 Million - $4.47 Million	-27,635 Reduced 33.39%	55,138 $8.56 Million
Q2 2025 Aug 08, 2025	SELL	$133.73 - $168.51 $9,896 - $12,469	-74 Reduced 0.09%	82,773 $11.9 Million
Q1 2025 May 14, 2025	BUY	$146.71 - $167.97 $77,169 - $88,352	526 Added 0.64%	82,847 $13.9 Million
Q4 2024 Jan 22, 2025	BUY	$141.15 - $162.53 $273,972 - $315,470	1,941 Added 2.41%	82,321 $11.9 Million
Q3 2024 Oct 28, 2024	BUY	$137.88 - $161.97 $428,117 - $502,916	3,105 Added 4.02%	80,380 $11.8 Million

Q2 2024 Aug 01, 2024	SELL	$152.57 - $166.33 $695,566 - $758,298	-4,559 Reduced 5.57%	77,275 $12.1 Million
Q1 2024 Apr 23, 2024	BUY	$141.82 - $157.74 $1.1 Million - $1.22 Million	7,723 Added 10.42%	81,834 $12.9 Million
Q4 2023 Jan 30, 2024	BUY	$141.77 - $169.1 $262,841 - $313,511	1,854 Added 2.57%	74,111 $11.1 Million
Q3 2023 Nov 07, 2023	BUY	$152.88 - $171.04 $36,996 - $41,391	242 Added 0.34%	72,257 $12.2 Million
Q2 2023 Jul 25, 2023	SELL	$150.62 - $172.44 $3.71 Million - $4.25 Million	-24,637 Reduced 25.49%	72,015 $11.3 Million
Q1 2023 Apr 25, 2023	BUY	$152.34 - $187.79 $47,530 - $58,590	312 Added 0.32%	96,652 $15.8 Million
Q4 2022 Jan 26, 2023	BUY	$151.73 - $188.05 $102,872 - $127,497	678 Added 0.71%	96,340 $0
Q3 2022 Oct 24, 2022	SELL	$135.94 - $164.63 $1.65 Million - $1.99 Million	-12,112 Reduced 11.24%	95,662 $13.7 Million
Q2 2022 Aug 15, 2022	SELL	$142.43 - $181.13 $916,109 - $1.17 Million	-6,432 Reduced 5.63%	107,774 $15.6 Million
Q1 2022 Apr 29, 2022	BUY	$119.26 - $170.9 $2.77 Million - $3.97 Million	23,243 Added 25.55%	114,206 $18.6 Million
Q4 2021 Jan 31, 2022	SELL	$104.33 - $118.79 $30,568 - $34,805	-293 Reduced 0.32%	90,963 $10.7 Million
Q3 2021 Oct 21, 2021	BUY	$94.29 - $106.21 $650,506 - $732,742	6,899 Added 8.18%	91,256 $9.26 Million
Q2 2021 Jul 19, 2021	BUY	$100.95 - $110.81 $3.49 Million - $3.84 Million	34,613 Added 69.58%	84,357 $8.84 Million
Q1 2021 Apr 27, 2021	BUY	$84.71 - $111.56 $3.5 Million - $4.62 Million	41,369 Added 493.96%	49,744 $5.21 Million
Q4 2020 Feb 05, 2021	SELL	$66.88 - $95.62 $20,866 - $29,833	-312 Reduced 3.59%	8,375 $707,000
Q3 2020 Nov 03, 2020	BUY	$71.8 - $91.39 $3,302 - $4,203	46 Added 0.53%	8,687 $625,000
Q2 2020 Aug 03, 2020	SELL	$68.56 - $103.24 $4.15 Million - $6.25 Million	-60,514 Reduced 87.5%	8,641 $771,000
Q1 2020 May 08, 2020	BUY	$54.22 - $121.43 $1.83 Million - $4.1 Million	33,750 Added 95.33%	69,155 $5.01 Million
Q4 2019 Feb 12, 2020	BUY	$111.71 - $122.28 $230,122 - $251,896	2,060 Added 6.18%	35,405 $4.27 Million
Q3 2019 Nov 01, 2019	BUY	$115.18 - $126.54 $318,357 - $349,756	2,764 Added 9.04%	33,345 $3.96 Million
Q2 2019 Jul 31, 2019	BUY	$113.85 - $126.68 $275,289 - $306,312	2,418 Added 8.59%	30,581 $3.81 Million
Q1 2019 May 02, 2019	BUY	$108.57 - $125.88 $666,945 - $773,280	6,143 Added 27.9%	28,163 $3.47 Million
Q4 2018 Feb 11, 2019	SELL	$100.99 - $126.82 $3.28 Million - $4.12 Million	-32,474 Reduced 59.59%	22,020 $2.4 Million
Q3 2018 Nov 07, 2018	BUY	$114.48 - $127.83 $321,688 - $359,202	2,810 Added 5.44%	54,494 $6.66 Million
Q2 2018 Aug 07, 2018	BUY	$112.24 - $130.39 $5.34 Million - $6.2 Million	47,582 Added 1159.97%	51,684 $6.53 Million
Q1 2018 May 14, 2018	BUY	$109.06 - $133.6 $11,451 - $14,028	105 Added 2.63%	4,102 $468,000
Q4 2017 Feb 09, 2018	BUY	$113.54 - $125.98 $453,819 - $503,542	3,997	3,997 $500,000

Others Institutions Holding CVX

# of Institutions

4,389

Shares Held

1.45B

Call Options Held

27.7M

Put Options Held

21.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $303B
Description
Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...

More about CVX

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United Asset Strategies, Inc. Chevron Corp Transaction History