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Meridian Wealth Advisors’s Chevron CVX Stock Holding History

Meridian Wealth Advisors’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 		$1.9M Buy
9,160
+824
+10% +$150K 0.25% 69
2025
Q4 		$1.27M Sell
8,336
-857
-9% -$131K 0.18% 77
2025
Q3 		$1.43M Buy
9,193
+35
+0.4% +$5.42K 0.2% 69
2025
Q2 		$1.31M Sell
9,158
-668
-7% -$94.2K 0.21% 69
2025
Q1 		$1.64M Buy
9,826
+113
+1% +$17.7K 0.28% 56
2024
Q4 		$1.41M Sell
9,713
-13
-0.1% -$1.99K 0.23% 67
2024
Q3 		$1.43M Buy
9,726
+432
+5% +$64.3K 0.24% 66
2024
Q2 		$1.45M Buy
9,294
+1,836
+25% +$293K 0.26% 65
2024
Q1 		$1.18M Sell
7,458
-168
-2% -$25.4K 0.22% 73
2023
Q4 		$1.14M Buy
7,626
+967
+15% +$146K 0.25% 73
2023
Q3 		$1.12M Sell
6,659
-414
-6% -$66.9K 0.28% 72
2023
Q2 		$1.11M Sell
7,073
-573
-7% -$91.9K 0.27% 73
2023
Q1 		$1.25M Sell
7,646
-1,851
-19% -$310K 0.31% 66
2022
Q4 		$1.7M Sell
9,497
-11,740
-55% -$2.05M 0.44% 57
2022
Q3 		$3.05M Sell
21,237
-29,090
-58% -$4.44M 0.86% 28
2022
Q2 		$7.29M Sell
50,327
-300
-0.6% -$49.6K 1.94% 10
2022
Q1 		$8.24M Buy
50,627
+3,309
+7% +$475K 1.91% 10
2021
Q4 		$5.55M Buy
47,318
+197
+0.4% +$22.4K 1.35% 17
2021
Q3 		$4.78M Sell
47,121
-20,349
-30% -$2.03M 1.33% 16
2021
Q2 		$7.07M Buy
67,470
+3,396
+5% +$358K 2% 11
2021
Q1 		$6.71M Buy
64,074
+8,643
+16% +$844K 2.23% 11
2020
Q4 		$4.68M Buy
55,431
+3,212
+6% +$260K 1.71% 12
2020
Q3 		$3.76M Sell
52,219
-155
-0.3% -$13K 1.62% 13
2020
Q2 		$4.67M Buy
52,374
+108
+0.2% +$9.67K 2.16% 10
2020
Q1 		$3.79M Sell
52,266
-2,407
-4% -$238K 2.09% 9
2019
Q4 		$6.59M Buy
54,673
+588
+1% +$69.3K 2.6% 8
2019
Q3 		$6.41M Buy
54,085
+3,156
+6% +$383K 2.74% 7
2019
Q2 		$6.36M Sell
50,929
-57
-0.1% -$6.89K 4.44% 4
2019
Q1 		$6.28M Buy
50,986
+939
+2% +$111K 4.58% 3
2018
Q4 		$5.45M Buy
+50,047
New +$5.8M 4.18% 2

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Meridian Wealth Advisors's CVX Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Chevron (CVX) stake by 9.9% in Q1 2026, buying an estimated $150K and bringing the position to 9,160 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #69.

Meridian Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.24M in Q1 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Meridian Wealth Advisors held 9,160 shares of Chevron worth $1.9M as of Q1 2026.
  • Meridian Wealth Advisors bought 824 Chevron shares in Q1 2026, an estimated $150K.
  • Chevron made up 0.25% of Meridian Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Meridian Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Chevron position peaked at $8.24M in Q1 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.