Meridian Financial’s Chevron CVX Stock Holding History

Meridian Financial’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	$325K	Buy	1,960 +100	+5%	+$18.6K	0.16%	109
2026 Q1	$385K	Hold	1,860	–	–	0.21%	90
2025 Q4	$283K	Hold	1,860	–	–	0.15%	109
2025 Q3	$289K	Hold	1,860	–	–	0.16%	102
2025 Q2	$266K	Hold	1,860	–	–	0.17%	100
2025 Q1	$311K	Hold	1,860	–	–	0.22%	89
2024 Q4	$269K	Sell	1,860 -599	-24%	-$91.7K	0.19%	95
2024 Q3	$362K	Sell	2,459 -1	-0%	-$149	0.24%	79
2024 Q2	$385K	Hold	2,460	–	–	0.28%	66
2024 Q1	$388K	Buy	2,460 +1	+0%	+$151	0.29%	66
2023 Q4	$367K	Buy	2,459 +250	+11%	+$37.8K	0.29%	65
2023 Q3	$373K	Hold	2,209	–	–	0.35%	56
2023 Q2	$348K	Hold	2,209	–	–	0.31%	64
2023 Q1	$361K	Hold	2,209	–	–	0.35%	58
2022 Q4	$397K	Hold	2,209	–	–	0.42%	51
2022 Q3	$317K	Sell	2,209 -1	-0%	-$153	0.37%	57
2022 Q2	$320K	Hold	2,210	–	–	0.36%	60
2022 Q1	$360K	Buy	2,210 +450	+26%	+$64.5K	0.37%	56
2021 Q4	$206K	Buy	+1,760	New	+$200K	0.19%	94

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Meridian Financial's CVX Position: Q2 2026 in Review

Meridian Financial increased its Chevron (CVX) stake by 5.4% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,960 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #109.

Meridian Financial first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $397K in Q4 2022. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Meridian Financial held 1,960 shares of Chevron worth $325K as of Q2 2026.
Meridian Financial bought 100 Chevron shares in Q2 2026, an estimated $18.6K.
Chevron made up 0.16% of Meridian Financial's portfolio in Q2 2026, its #109 holding.
Meridian Financial first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's Chevron position peaked at $397K in Q4 2022.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.