Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
CVX holding history
Chevron Corp in every 13F filed by Meriwether Wealth & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CVX overviewAll 13F holders of CVXFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,067
- Value
- $839.9K
- % of portfolio
- 0.4%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,067 | $839.9K | 0.4% | −19−0.4% | Reduced | Holders |
| Q1 2026 | 5,086 | $1.05M | 0.6% | +149+3.0% | Added | Holders |
| Q4 2025 | 4,937 | $752.4K | 0.4% | −3,085−38.5% | Reduced | Holders |
| Q3 2025 | 8,022 | $1.25M | 0.7% | −76−0.9% | Reduced | Holders |
| Q2 2025 | 8,098 | $1.16M | 0.7% | −2,200−21.4% | Reduced | Holders |
| Q1 2025 | 10,298 | $1.72M | 1.1% | +30.0% | Added | Holders |
| Q4 2024 | 10,295 | $1.49M | 1.1% | – | No prior filing | Holders |