United Asset Strategies, Inc.

Position in CVX — Chevron Corp

CIK 1539948 GARDEN CITY, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,035,502

-$10,530,208 QoQ

Shares Held

6,247

-88.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,338

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Energy · as of Jun 30, 2026

United Asset Strategies, Inc. holds $6,077,330 across 3 Oil & Gas Integrated names. CVX ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	35,039	$4,790,532
2	CVX	Chevron Corp This page	6,247	$1,035,502
3	BP	Bp PLC	6,801	$251,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,035,502	6,247	-88.8%	Shares	Sole	2026-07-13
2026-03-31	$11,565,710	55,900	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$8,513,775	55,861	+1.3%	Shares	Sole	2026-01-28
2025-09-30	$8,562,380	55,138	-33.4%	Shares	Sole	2025-10-23
2025-06-30	$11,852,265	82,773	-0.1%	Shares	Sole	2025-08-08
2025-03-31	$13,859,474	82,847	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$11,923,373	82,321	+2.4%	Shares	Sole	2025-01-22
2024-09-30	$11,837,562	80,380	+4.0%	Shares	Sole	2024-10-28
2024-06-30	$12,087,355	77,275	-5.6%	Shares	Sole	2024-08-01
2024-03-31	$12,908,495	81,834	+10.4%	Shares	Sole	2024-04-23
2023-12-31	$11,054,396	74,111	+2.6%	Shares	Sole	2024-01-30
2023-09-30	$12,183,975	72,257	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$11,331,560	72,015	-25.5%	Shares	Sole	2023-07-25
2023-03-31	$15,769,740	96,652	+0.3%	Shares	Sole	2023-07-25
2022-12-31	$17,292,066	96,340	+0.7%	Shares	Sole	2023-01-26
2022-09-30	$13,743,759	95,662	-11.2%	Shares	Sole	2022-10-24
2022-06-30	$15,603,519	107,774	-5.6%	Shares	Sole	2022-08-15
2022-03-31	$18,596,162	114,206	+25.6%	Shares	Sole	2022-04-29
2021-12-31	$10,674,508	90,963	-0.3%	Shares	Sole	2022-01-31
2021-09-30	$9,257,921	91,256	+8.2%	Shares	Sole	2021-10-21
2021-06-30	$8,835,552	84,357	+69.6%	Shares	Sole	2021-07-19
2021-03-31	$5,212,673	49,744	+494.0%	Shares	Sole	2021-04-27
2020-12-31	$707,268	8,375	-3.6%	Shares	Sole	2021-02-05
2020-09-30	$625,464	8,687	+0.5%	Shares	Sole	2020-11-03
2020-06-30	$771,036	8,641	-87.5%	Shares	Sole	2020-08-03
2020-03-31	$5,010,971	69,155	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.