Meriwether Wealth & Planning’s Chevron CVX Stock Holding History

Meriwether Wealth & Planning’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	$840K	Sell	5,067 -19	-0.4%	-$3.54K	0.42%	46
2026 Q1	$1.05M	Buy	5,086 +149	+3%	+$27.2K	0.58%	31
2025 Q4	$752K	Sell	4,937 -3,085	-38%	-$470K	0.42%	47
2025 Q3	$1.25M	Sell	8,022 -76	-0.9%	-$11.8K	0.72%	23
2025 Q2	$1.16M	Sell	8,098 -2,200	-21%	-$310K	0.73%	25
2025 Q1	$1.72M	Buy	10,298 +3	+0%	+$470	1.12%	16
2024 Q4	$1.49M	Buy	+10,295	New	+$1.58M	1.06%	19

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

Meriwether Wealth & Planning's CVX Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Chevron (CVX) stake by 0.37% in Q2 2026, selling an estimated $3.54K and leaving 5,067 shares worth $840K. The position accounts for 0.42% of the portfolio, ranked #46.

Meriwether Wealth & Planning first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Meriwether Wealth & Planning held 5,067 shares of Chevron worth $840K as of Q2 2026.
Meriwether Wealth & Planning sold 19 Chevron shares in Q2 2026, an estimated $3.54K.
Chevron made up 0.42% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #46 holding.
Meriwether Wealth & Planning first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Chevron position peaked at $1.72M in Q1 2025.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.