Meeder Advisory Services’s Chevron CVX Stock Holding History

Meeder Advisory Services’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	$8.18M	Buy	39,512 +3,483	+10%	+$635K	0.34%	44
2025 Q4	$5.49M	Sell	36,029 -1,215	-3%	-$185K	0.24%	59
2025 Q3	$5.78M	Buy	37,244 +7,889	+27%	+$1.22M	0.27%	50
2025 Q2	$4.2M	Sell	29,355 -4,013	-12%	-$566K	0.22%	68
2025 Q1	$5.58M	Buy	33,368 +1,365	+4%	+$214K	0.33%	43
2024 Q4	$4.64M	Sell	32,003 -1,285	-4%	-$197K	0.29%	49
2024 Q3	$4.9M	Sell	33,288 -2,994	-8%	-$446K	0.32%	44
2024 Q2	$5.68M	Buy	36,282 +10,386	+40%	+$1.66M	0.4%	38
2024 Q1	$4.08M	Buy	25,896 +841	+3%	+$127K	0.42%	37
2023 Q4	$3.74M	Buy	25,055 +48	+0.2%	+$7.26K	0.43%	36
2023 Q3	$4.22M	Sell	25,007 -4,818	-16%	-$778K	0.53%	33
2023 Q2	$4.69M	Sell	29,825 -579	-2%	-$92.8K	0.51%	35
2023 Q1	$4.96M	Buy	30,404 +1,003	+3%	+$168K	0.57%	29
2022 Q4	$5.28M	Buy	+29,401	New	+$5.13M	0.67%	25

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 $295B AUM 31.6% 1-Year Est. Return

Meeder Advisory Services's CVX Position: Q1 2026 in Review

Meeder Advisory Services increased its Chevron (CVX) stake by 9.7% in Q1 2026, buying an estimated $635K and bringing the position to 39,512 shares worth $8.18M. The position accounts for 0.34% of the portfolio, ranked #44.

Meeder Advisory Services first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Meeder Advisory Services held 39,512 shares of Chevron worth $8.18M as of Q1 2026.
Meeder Advisory Services bought 3,483 Chevron shares in Q1 2026, an estimated $635K.
Chevron made up 0.34% of Meeder Advisory Services's portfolio in Q1 2026, its #44 holding.
Meeder Advisory Services first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.