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 Q2	$972K	Buy	5,864 +319	+6%	+$59.4K	0.59%	41
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Meadow Creek Wealth Advisors's CVX Position: Q2 2026 in Review

Meadow Creek Wealth Advisors increased its Chevron (CVX) stake by 5.8% in Q2 2026, buying an estimated $59.4K and bringing the position to 5,864 shares worth $972K. The position accounts for 0.59% of the portfolio, ranked #41.

Meadow Creek Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Meadow Creek Wealth Advisors held 5,864 shares of Chevron worth $972K as of Q2 2026.
Meadow Creek Wealth Advisors bought 319 Chevron shares in Q2 2026, an estimated $59.4K.
Chevron made up 0.59% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Meadow Creek Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 16 quarters since.
Meadow Creek Wealth Advisors's Chevron position peaked at $1.15M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.