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MeadowBrook Investment Advisors’s Chevron CVX Stock Holding History

MeadowBrook Investment 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 		$1.1M Buy
6,665
+445
+7% +$82.8K 0.88% 29
2026
Q1 		$1.29M Sell
6,220
-50
-0.8% -$9.12K 1.14% 21
2025
Q4 		$956K Buy
6,270
+245
+4% +$37.3K 0.81% 29
2025
Q3 		$936K Buy
6,025
+60
+1% +$9.29K 0.8% 33
2025
Q2 		$854K Buy
5,965
+785
+15% +$111K 0.76% 32
2025
Q1 		$867K Buy
5,180
+1,450
+39% +$227K 0.81% 32
2024
Q4 		$540K Buy
3,730
+155
+4% +$23.7K 0.48% 46
2024
Q3 		$526K Buy
3,575
+1,368
+62% +$204K 0.48% 53
2024
Q2 		$345K Buy
2,207
+1,765
+399% +$281K 0.33% 70
2024
Q1 		$69.7K Sell
442
-200
-31% -$30.2K 0.06% 155
2023
Q4 		$95.8K Buy
+642
New +$97.1K 0.09% 137

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MeadowBrook Investment Advisors's CVX Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Chevron (CVX) stake by 7.2% in Q2 2026, buying an estimated $82.8K and bringing the position to 6,665 shares worth $1.1M. The position accounts for 0.88% of the portfolio, ranked #29.

MeadowBrook Investment Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MeadowBrook Investment Advisors held 6,665 shares of Chevron worth $1.1M as of Q2 2026.
  • MeadowBrook Investment Advisors bought 445 Chevron shares in Q2 2026, an estimated $82.8K.
  • Chevron made up 0.88% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • MeadowBrook Investment Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • MeadowBrook Investment Advisors's Chevron position peaked at $1.29M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.