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Merrion Investment Management’s Chevron CVX Stock Holding History

Merrion Investment 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 		$723K Hold
4,361
– – 0.34% 58
2026
Q1 		$902K Hold
4,361
– – 0.48% 49
2025
Q4 		$665K Hold
4,361
– – 0.36% 55
2025
Q3 		$677K Hold
4,361
– – 0.39% 52
2025
Q2 		$624K Sell
4,361
-1,000
-19% -$141K 0.41% 51
2025
Q1 		$897K Sell
5,361
-210
-4% -$32.9K 0.64% 35
2024
Q4 		$807K Hold
5,571
– – 0.56% 41
2024
Q3 		$820K Hold
5,571
– – 0.54% 40
2024
Q2 		$871K Sell
5,571
-1,200
-18% -$191K 0.6% 36
2024
Q1 		$1.07M Hold
6,771
– – 0.76% 30
2023
Q4 		$1.01M Buy
6,771
+200
+3% +$30.2K 0.79% 29
2023
Q3 		$1.11M Sell
6,571
-710
-10% -$115K 0.96% 23
2023
Q2 		$1.15M Hold
7,281
– – 0.97% 21
2023
Q1 		$1.19M Hold
7,281
– – 1.13% 19
2022
Q4 		$1.31M Sell
7,281
-200
-3% -$34.9K 1.22% 20
2022
Q3 		$1.07M Buy
7,481
+200
+3% +$30.5K 1.06% 20
2022
Q2 		$1.05M Sell
7,281
-120
-2% -$19.8K 1.02% 21
2022
Q1 		$1.21M Buy
7,401
+800
+12% +$115K 0.88% 24
2021
Q4 		$774K Buy
6,601
+1
+0% +$114 0.57% 36
2021
Q3 		$669K Hold
6,600
– – 0.51% 40
2021
Q2 		$691K Buy
6,600
+1
+0% +$106 0.52% 42
2021
Q1 		$691K Hold
6,599
– – 0.58% 39
2020
Q4 		$557K Buy
+6,599
New +$534K 0.47% 44

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Merrion Investment Management's CVX Position: Q2 2026 in Review

Merrion Investment Management held its Chevron (CVX) position steady in Q2 2026 at 4,361 shares worth $723K. The position accounts for 0.34% of the portfolio, ranked #58.

Merrion Investment Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2022. 1,444 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Merrion Investment Management held 4,361 shares of Chevron worth $723K as of Q2 2026.
  • Merrion Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.34% of Merrion Investment Management's portfolio in Q2 2026, its #58 holding.
  • Merrion Investment Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Merrion Investment Management's Chevron position peaked at $1.31M in Q4 2022.
  • 1,444 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.