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Meridian Financial Partners’s Chevron CVX Stock Holding History

Meridian Financial Partners’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 		$2.54M Sell
14,006
-357
-2% -$66.4K 0.87% 27
2026
Q1 		$2.89M Buy
14,363
+536
+4% +$97.7K 1.1% 21
2025
Q4 		$2.31M Buy
13,827
+4
+0% +$609 0.91% 26
2025
Q3 		$2.13M Buy
13,823
+44
+0.3% +$6.81K 0.88% 26
2025
Q2 		$1.97M Buy
13,779
+223
+2% +$31.4K 0.93% 25
2025
Q1 		$2.27M Buy
13,556
+140
+1% +$21.9K 1.15% 19
2024
Q4 		$1.94M Buy
13,416
+67
+0.5% +$10.3K 1.03% 21
2024
Q3 		$1.97M Buy
13,349
+182
+1% +$27.1K 0.99% 23
2024
Q2 		$2.13M Buy
+13,167
New +$2.1M 1.27% 17
2023
Q3 		– Sell
-12,241
Closed -$1.91M – 55
2023
Q2 		$1.91M Buy
+12,241
New +$1.96M 1.15% 19
2022
Q3 		– Sell
-11,801
Closed -$1.76M – 52
2022
Q2 		$1.76M Buy
+11,801
New +$1.95M 1.19% 23
2022
Q1 		– Sell
-11,895
Closed -$1.53M – 50
2021
Q4 		$1.53M Buy
11,895
+443
+4% +$50.3K 1.04% 22
2021
Q3 		$1.23M Buy
11,452
+560
+5% +$55.9K 0.83% 25
2021
Q2 		$1.05M Buy
10,892
+496
+5% +$52.4K 0.72% 32
2021
Q1 		$1.05M Buy
10,396
+962
+10% +$93.9K 0.79% 27
2020
Q4 		$900K Buy
9,434
+548
+6% +$44.4K 0.7% 28
2020
Q3 		$630K Sell
8,886
-260
-3% -$21.9K 0.53% 35
2020
Q2 		$808K Buy
9,146
+2,952
+48% +$264K 0.73% 25
2020
Q1 		$540K Buy
6,194
+192
+3% +$19K 0.58% 33
2019
Q4 		$706K Sell
6,002
-755
-11% -$88.9K 0.71% 23
2019
Q3 		$759K Buy
6,757
+136
+2% +$16.5K 0.85% 19
2019
Q2 		$818K Buy
6,621
+33
+0.5% +$3.99K 0.91% 19
2019
Q1 		$792K Sell
6,588
-38
-0.6% -$4.5K 0.9% 19
2018
Q4 		$721K Buy
+6,626
New +$768K 0.97% 20

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Meridian Financial Partners's CVX Position: Q2 2026 in Review

Meridian Financial Partners reduced its Chevron (CVX) stake by 2.5% in Q2 2026, selling an estimated $66.4K and leaving 14,006 shares worth $2.54M. The position accounts for 0.87% of the portfolio, ranked #27.

Meridian Financial Partners first reported a position in CVX in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.89M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Meridian Financial Partners held 14,006 shares of Chevron worth $2.54M as of Q2 2026.
  • Meridian Financial Partners sold 357 Chevron shares in Q2 2026, an estimated $66.4K.
  • Chevron made up 0.87% of Meridian Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Meridian Financial Partners first reported a position in Chevron in Q4 2018 and has held it in 24 quarters since.
  • Meridian Financial Partners's Chevron position peaked at $2.89M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.