Meritas Wealth Management’s Chevron CVX Stock Holding History

Meritas Wealth Management’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	$240K	Buy	1,449 +200	+16%	+$37.2K	0.09%	56
2026 Q1	$258K	Sell	1,249 -100	-7%	-$18.2K	0.12%	52
2025 Q4	$206K	Hold	1,349	–	–	0.1%	56
2025 Q3	$209K	Buy	+1,349	New	+$209K	0.1%	55
2025 Q2	–	Sell	-1,333	Closed	-$223K	–	53
2025 Q1	$223K	Buy	+1,333	New	+$209K	0.13%	47
2024 Q3	–	Sell	-1,507	Closed	-$236K	–	51
2024 Q2	$236K	Buy	1,507 +154	+11%	+$24.6K	0.17%	43
2024 Q1	$213K	Hold	1,353	–	–	0.15%	46
2023 Q4	$202K	Buy	1,353 +20	+2%	+$3.02K	0.15%	49
2023 Q3	$225K	Sell	1,333 -96	-7%	-$15.5K	0.17%	38
2023 Q2	$225K	Buy	1,429 +50	+4%	+$8.02K	0.17%	40
2023 Q1	$225K	Buy	1,379 +16	+1%	+$2.68K	0.18%	39
2022 Q4	$245K	Buy	+1,363	New	+$238K	0.2%	39

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

Meritas Wealth Management's CVX Position: Q2 2026 in Review

Meritas Wealth Management increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,449 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #56.

Meritas Wealth Management first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $258K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Meritas Wealth Management held 1,449 shares of Chevron worth $240K as of Q2 2026.
Meritas Wealth Management bought 200 Chevron shares in Q2 2026, an estimated $37.2K.
Chevron made up 0.09% of Meritas Wealth Management's portfolio in Q2 2026, its #56 holding.
Meritas Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
Meritas Wealth Management's Chevron position peaked at $258K in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.