Meridian Wealth Management, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on CVX, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 75,174 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 75,174 sharesChange vs previous 13F -2,517 shares
0.39% of the 13F portfolio, value $12,460,868.
13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,691 sharesChange vs previous 13F -7 shares
0.57% of the 13F portfolio, value $16,074,330.
13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 77,698 sharesChange vs previous 13F -1,115 shares
0.42% of the 13F portfolio, value $11,841,979.
13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 78,813 sharesChange vs previous 13F +469 shares
0.47% of the 13F portfolio, value $12,238,864.
13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 78,344 sharesChange vs previous 13F +1,389 shares
0.48% of the 13F portfolio, value $11,218,122.
13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 76,955 sharesChange vs previous 13F +4,410 shares
0.62% of the 13F portfolio, value $12,873,753.
13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 72,545 sharesChange vs previous 13F -2,502 shares
0.5% of the 13F portfolio, value $10,507,385.
13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 75,047 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $11,052,164.
13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).