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 Q2	$6.5M	Sell	39,198 -314	-0.8%	-$58.4K	0.24%	68
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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Meeder Advisory Services's CVX Position: Q2 2026 in Review

Meeder Advisory Services reduced its Chevron (CVX) stake by 0.79% in Q2 2026, selling an estimated $58.4K and leaving 39,198 shares worth $6.5M. The position accounts for 0.24% of the portfolio, ranked #68.

Meeder Advisory Services first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.18M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Meeder Advisory Services held 39,198 shares of Chevron worth $6.5M as of Q2 2026.
Meeder Advisory Services sold 314 Chevron shares in Q2 2026, an estimated $58.4K.
Chevron made up 0.24% of Meeder Advisory Services's portfolio in Q2 2026, its #68 holding.
Meeder Advisory Services first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Meeder Advisory Services's Chevron position peaked at $8.18M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.