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Meridian Wealth Partners’s Chevron CVX Stock Holding History

Meridian Wealth 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 		$213K Sell
1,285
-48
-4% -$8.93K 0.03% 118
2026
Q1 		$276K Buy
+1,333
New +$243K 0.04% 91
2025
Q2 		– Sell
-1,306
Closed -$219K – 112
2025
Q1 		$219K Sell
1,306
-848
-39% -$133K 0.03% 96
2024
Q4 		$312K Buy
2,154
+103
+5% +$15.8K 0.05% 86
2024
Q3 		$302K Sell
2,051
-399
-16% -$59.4K 0.05% 83
2024
Q2 		$383K Buy
2,450
+197
+9% +$31.4K 0.07% 70
2024
Q1 		$355K Buy
2,253
+303
+16% +$45.7K 0.06% 74
2023
Q4 		$291K Sell
1,950
-156
-7% -$23.6K 0.06% 77
2023
Q3 		$355K Buy
2,106
+154
+8% +$24.9K 0.07% 63
2023
Q2 		$307K Buy
1,952
+85
+5% +$13.6K 0.06% 66
2023
Q1 		$305K Buy
1,867
+46
+3% +$7.71K 0.07% 67
2022
Q4 		$327K Buy
1,821
+131
+8% +$22.9K 0.08% 57
2022
Q3 		$243K Sell
1,690
-61
-3% -$9.3K 0.06% 69
2022
Q2 		$254K Buy
+1,751
New +$289K 0.06% 65
2021
Q2 		– Sell
-1,171
Closed -$122K – 374
2021
Q1 		$122K Sell
1,171
-33
-3% -$3.22K 0.04% 96
2020
Q4 		$101K Buy
1,204
+289
+32% +$23.4K 0.04% 101
2020
Q3 		$66K Sell
915
-249
-21% -$20.9K 0.03% 110
2020
Q2 		$104K Buy
1,164
+364
+46% +$32.6K 0.06% 87
2020
Q1 		$58K Sell
800
-232
-22% -$22.9K 0.03% 114
2019
Q4 		$124K Buy
+1,032
New +$122K 0.08% 81

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

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

Meridian Wealth Partners reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $8.93K and leaving 1,285 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #118.

Meridian Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. The position peaked at $383K in Q2 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Meridian Wealth Partners held 1,285 shares of Chevron worth $213K as of Q2 2026.
  • Meridian Wealth Partners sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
  • Chevron made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Meridian Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • Meridian Wealth Partners's Chevron position peaked at $383K in Q2 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.