Skip to content
Disclosery

United Asset Strategies, Inc.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on CVX, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 6,247 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,247 shares
    Change vs previous 13F -49,653 shares

    0.07% of the 13F portfolio, value $1,035,546.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,900 shares
    Change vs previous 13F +39 shares

    0.92% of the 13F portfolio, value $11,565,635.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,861 shares
    Change vs previous 13F +723 shares

    0.66% of the 13F portfolio, value $8,513,671.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,138 shares
    Change vs previous 13F -27,635 shares

    0.69% of the 13F portfolio, value $8,562,386.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,773 shares
    Change vs previous 13F -74 shares

    1.01% of the 13F portfolio, value $11,852,234.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,847 shares
    Change vs previous 13F +526 shares

    1.29% of the 13F portfolio, value $13,859,440.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 82,321 shares
    Change vs previous 13F +1,941 shares

    1.09% of the 13F portfolio, value $11,923,437.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,380 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $11,837,557.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).