MFG
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Merit Financial Group’s Chevron CVX Stock Holding History

Merit Financial Group’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 		$30.7M Buy
185,086
+31,285
+20% +$5.82M 0.19% 96
2026
Q1 		$31.8M Buy
153,801
+16,164
+12% +$2.95M 0.24% 75
2025
Q4 		$21M Sell
137,637
-1,814
-1% -$276K 0.17% 106
2025
Q3 		$21.7M Buy
139,451
+13,485
+11% +$2.09M 0.2% 95
2025
Q2 		$18M Buy
125,966
+29,557
+31% +$4.17M 0.2% 85
2025
Q1 		$16.1M Buy
96,409
+14,712
+18% +$2.3M 0.24% 74
2024
Q4 		$11.8M Buy
81,697
+13,443
+20% +$2.06M 0.21% 86
2024
Q3 		$10.1M Sell
68,254
-7,915
-10% -$1.18M 0.22% 77
2024
Q2 		$11.9M Buy
76,169
+4,203
+6% +$670K 0.26% 66
2024
Q1 		$11.5M Buy
71,966
+29,666
+70% +$4.48M 0.27% 61
2023
Q4 		$6.31M Sell
42,300
-16,800
-28% -$2.54M 0.19% 79
2023
Q3 		$9.97M Buy
59,100
+470
+0.8% +$75.9K 0.33% 48
2023
Q2 		$9.23M Buy
58,630
+7,092
+14% +$1.14M 0.3% 52
2023
Q1 		$8.41M Buy
51,538
+3,342
+7% +$560K 0.31% 55
2022
Q4 		$8.65M Buy
48,196
+4,664
+11% +$814K 0.31% 49
2022
Q3 		$6.25M Sell
43,532
-25,498
-37% -$3.89M 0.27% 49
2022
Q2 		$9.99M Buy
69,030
+46,036
+200% +$7.61M 0.31% 44
2022
Q1 		$3.74M Buy
22,994
+15,555
+209% +$2.23M 0.23% 72
2021
Q4 		$873K Sell
7,439
-141
-2% -$16K 0.09% 110
2021
Q3 		$769K Buy
7,580
+238
+3% +$23.7K 0.08% 120
2021
Q2 		$769K Sell
7,342
-18
-0.2% -$1.9K 0.07% 122
2021
Q1 		$771K Buy
7,360
+993
+16% +$97K 0.08% 111
2020
Q4 		$538K Sell
6,367
-238
-4% -$19.3K 0.05% 133
2020
Q3 		$476K Sell
6,605
-3,003
-31% -$253K 0.04% 144
2020
Q2 		$857K Sell
9,608
-58
-0.6% -$5.19K 0.09% 89
2020
Q1 		$700K Buy
9,666
+509
+6% +$50.3K 0.08% 95
2019
Q4 		$1.1M Buy
+9,157
New +$1.08M 0.1% 87
2018
Q1 		– Sell
-3,088
Closed -$386K – 114
2017
Q4 		$386K Buy
+3,088
New +$366K 0.08% 57

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's CVX Position: Q2 2026 in Review

Merit Financial Group increased its Chevron (CVX) stake by 20% in Q2 2026, buying an estimated $5.82M and bringing the position to 185,086 shares worth $30.7M. The position accounts for 0.19% of the portfolio, ranked #96.

Merit Financial Group first reported a position in CVX in Q4 2017 and has held it in 28 quarters since. The position peaked at $31.8M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Merit Financial Group held 185,086 shares of Chevron worth $30.7M as of Q2 2026.
  • Merit Financial Group bought 31,285 Chevron shares in Q2 2026, an estimated $5.82M.
  • Chevron made up 0.19% of Merit Financial Group's portfolio in Q2 2026, its #96 holding.
  • Merit Financial Group first reported a position in Chevron in Q4 2017 and has held it in 28 quarters since.
  • Merit Financial Group's Chevron position peaked at $31.8M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.