SEC 13F Intelligence

United Capital Financial Advisors, LLC / CHV

United Capital Financial Advisors, LLC’s Chevron Corporation Position

Does United Capital Financial Advisors, LLC own Chevron Corporation (CHV)? Yes — 258.0K shares worth $53M (+0.33% of its 13F portfolio) as of Q1 2026, up from 257.4K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
258.0K
% of Portfolio
+0.33%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $83MQ4 ’18Q1 ’19: $93MQ2 ’19: $95MQ3 ’19: $87MQ4 ’19: $93MQ4 ’19Q1 ’20: $54MQ2 ’20: $66MQ3 ’20: $52MQ4 ’20: $61MQ4 ’20Q1 ’21: $82MQ2 ’21: $81MQ3 ’21: $79MQ4 ’21: $92MQ4 ’21Q1 ’22: $116MQ2 ’22: $100MQ3 ’22: $98MQ4 ’22: $123MQ4 ’22Q1 ’23: $96MQ2 ’23: $94MQ3 ’23: $90MQ4 ’23: $46MQ4 ’23Q1 ’24: $44MQ2 ’24: $41MQ3 ’24: $36MQ4 ’24: $36MQ4 ’24Q1 ’25: $41MQ2 ’25: $34MQ3 ’25: $37MQ4 ’25: $39MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026258.0K$53M+0.33%
Q4 2025257.4K$39M+0.24%
Q3 2025238.0K$37M+0.27%
Q2 2025238.9K$34M+0.28%
Q1 2025247.9K$41M+0.35%
Q4 2024249.5K$36M+0.31%
Q3 2024246.9K$36M+0.30%
Q2 2024260.2K$41M+0.35%
Q1 2024281.7K$44M+0.37%
Q4 2023306.4K$46M+0.38%
Q3 2023536.6K$90M+0.59%
Q2 2023578.0K$94M+0.53%
Q1 2023590.3K$96M+0.53%
Q4 2022684.6K$123M+0.69%
Q3 2022682.7K$98M+0.58%
Q2 2022693.1K$100M+0.55%
Q1 2022711.2K$116M+0.56%
Q4 2021786.7K$92M+0.43%
Q3 2021777.3K$79M+0.39%
Q2 2021771.3K$81M+0.41%
Q1 2021787.2K$82M+0.46%
Q4 2020720.6K$61M+0.37%
Q3 2020727.0K$52M+0.34%
Q2 2020739.9K$66M+0.48%
Q1 2020749.7K$54M+0.45%
Q4 2019770.7K$93M+0.60%
Q3 2019731.0K$87M+0.61%
Q2 2019766.0K$95M+0.62%
Q1 2019752.9K$93M+0.65%
Q4 2018766.3K$83M+0.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of CHV.