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Meramec Financial Planners’s Chevron CVX Stock Holding History

Meramec Financial Planners’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 		$405K Buy
2,132
+629
+42% +$117K 0.15% 80
2026
Q1 		$275K Buy
1,503
+6
+0.4% +$1.09K 0.11% 99
2025
Q4 		$271K Buy
+1,497
New +$228K 0.11% 101

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meramec Financial Planners's CVX Position: Q2 2026 in Review

Meramec Financial Planners increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $117K and bringing the position to 2,132 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #80.

Meramec Financial Planners first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Meramec Financial Planners held 2,132 shares of Chevron worth $405K as of Q2 2026.
  • Meramec Financial Planners bought 629 Chevron shares in Q2 2026, an estimated $117K.
  • Chevron made up 0.15% of Meramec Financial Planners's portfolio in Q2 2026, its #80 holding.
  • Meramec Financial Planners first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.