Meadow Creek Wealth Advisors’s Chevron CVX Stock Holding History

Meadow Creek Wealth Advisors’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	$1.15M	Sell	5,545 -4	-0.1%	-$729	0.74%	32
2025 Q4	$846K	Sell	5,549 -2	-0%	-$305	0.54%	39
2025 Q3	$842K	Buy	5,551 +368	+7%	+$57K	0.56%	38
2025 Q2	$742K	Sell	5,183 -85	-2%	-$12K	0.5%	38
2025 Q1	$881K	Sell	5,268 -414	-7%	-$64.8K	0.66%	36
2024 Q4	$823K	Buy	5,682 +50	+0.9%	+$7.65K	0.59%	38
2024 Q3	$829K	Buy	5,632 +424	+8%	+$63.1K	0.66%	38
2024 Q2	$815K	Buy	5,208 +415	+9%	+$66.2K	0.77%	33
2024 Q1	$756K	Sell	4,793 -6	-0.1%	-$905	0.53%	47
2023 Q4	$716K	Buy	+4,799	New	+$726K	0.7%	33
2022 Q3	$549K	Buy	3,820 +142	+4%	+$21.7K	0.73%	31
2022 Q2	$533K	Sell	3,678 -740	-17%	-$122K	0.66%	35
2022 Q1	$719K	Sell	4,418 -71	-2%	-$10.2K	0.78%	26
2021 Q4	$527K	Buy	+4,489	New	+$510K	0.5%	48
2019 Q4	$561K	Buy	+4,651	New	+$548K	0.78%	31

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 $336B AUM 34.66% 1-Year Est. Return

Meadow Creek Wealth Advisors's CVX Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its Chevron (CVX) stake by 0.07% in Q1 2026, selling an estimated $729 and leaving 5,545 shares worth $1.15M. The position accounts for 0.74% of the portfolio, ranked #32.

Meadow Creek Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 15 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Meadow Creek Wealth Advisors held 5,545 shares of Chevron worth $1.15M as of Q1 2026.
Meadow Creek Wealth Advisors sold 4 Chevron shares in Q1 2026, an estimated $729.
Chevron made up 0.74% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Meadow Creek Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 15 quarters since.
4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.