Bank of Montreal’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,300
| Closed | -$1.11M | – | 3797 |
|
|
2025
Q4 | $1.11M | Buy |
+7,300
| New | +$1.11M | ﹤0.01% | 1921 |
|
|
2025
Q3 | – | Sell |
-15,300
| Closed | -$2.19M | – | 3582 |
|
|
2025
Q2 | $2.19M | Sell |
15,300
-84,700
| -85% | -$11.9M | ﹤0.01% | 1540 |
|
|
2025
Q1 | $16.7M | Buy |
+100,000
| New | +$15.7M | 0.01% | 768 |
|
|
2024
Q2 | – | Sell |
-47,900
| Closed | -$8.75M | – | 3903 |
|
|
2024
Q1 | $8.75M | Buy |
+47,900
| New | +$7.23M | ﹤0.01% | 1019 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$169K | – | 4021 |
|
|
2023
Q3 | $169K | Buy |
+1,000
| New | +$162K | ﹤0.01% | 3122 |
|
|
2023
Q1 | – | Sell |
-175,000
| Closed | -$32.4M | – | 3859 |
|
|
2022
Q4 | $32.4M | Hold |
175,000
| – | – | 0.01% | 521 |
|
|
2022
Q3 | $25.4M | Sell |
175,000
-300,000
| -63% | -$45.8M | 0.01% | 601 |
|
|
2022
Q2 | $79.8M | Buy |
475,000
+300,000
| +171% | +$49.6M | 0.04% | 287 |
|
|
2022
Q1 | $29M | Buy |
+175,000
| New | +$25.1M | 0.01% | 654 |
|
|
2021
Q1 | – | Sell |
-4,070
| Closed | -$373K | – | 5111 |
|
|
2020
Q4 | $373K | Buy |
+4,070
| New | +$330K | ﹤0.01% | 2868 |
|
|
2020
Q1 | – | Sell |
-40,000
| Closed | -$4.82M | – | 4212 |
|
|
2019
Q4 | $4.82M | Sell |
40,000
-144,500
| -78% | -$17M | ﹤0.01% | 1380 |
|
|
2019
Q3 | $21.9M | Sell |
184,500
-79,000
| -30% | -$9.59M | 0.02% | 598 |
|
|
2019
Q2 | $32.8M | Buy |
263,500
+256,500
| +3,664% | +$31M | 0.03% | 481 |
|
|
2019
Q1 | $862K | Buy |
+7,000
| New | +$828K | ﹤0.01% | 2073 |
|
|
2017
Q3 | – | Sell |
-72,600
| Closed | -$7.57M | – | 4183 |
|
|
2017
Q2 | $7.57M | Buy |
+72,600
| New | +$7.69M | 0.01% | 973 |
|
|
2017
Q1 | – | Sell |
-325,075
| Closed | -$36.3M | – | 4011 |
|
|
2016
Q4 | $36.3M | Buy |
325,075
+75
| +0% | +$8.17K | 0.04% | 376 |
|
|
2016
Q3 | $33.4M | Buy |
325,000
+324,925
| +433,233% | +$33.2M | 0.04% | 392 |
|
|
2016
Q2 | $8K | Sell |
75
-7,425
| -99% | -$747K | ﹤0.01% | 3622 |
|
|
2016
Q1 | $716K | Buy |
+7,500
| New | +$656K | ﹤0.01% | 1893 |
|
|
2015
Q1 | – | Sell |
-145,000
| Closed | -$16.3M | – | 4005 |
|
|
2014
Q4 | $16.3M | Sell |
145,000
-110,000
| -43% | -$12.5M | 0.02% | 565 |
|
|
2014
Q3 | $30.4M | Sell |
255,000
-86,100
| -25% | -$11M | 0.03% | 385 |
|
|
2014
Q2 | $44.5M | Sell |
341,100
-133,900
| -28% | -$16.7M | 0.05% | 281 |
|
|
2014
Q1 | $56.5M | Buy |
+475,000
| New | +$55.2M | 0.07% | 218 |
|
|
2013
Q4 | – | Sell |
-4,134
| Closed | -$502K | – | 3745 |
|
|
2013
Q3 | $502K | Buy |
+4,134
| New | +$508K | ﹤0.01% | 1804 |
|
Other funds holding CVX
Bank of Montreal's CVX Position: Q2 2026 in Review
Bank of Montreal increased its Chevron (CVX) stake by 4.4% in Q2 2026, buying an estimated $22M and bringing the position to 2,789,090 shares worth $462M. The position accounts for 0.15% of the portfolio, ranked #120.
Bank of Montreal first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $717M in Q4 2017. 4,140 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Bank of Montreal held 2,789,090 shares of Chevron worth $462M as of Q2 2026.
- Bank of Montreal bought 118,078 Chevron shares in Q2 2026, an estimated $22M.
- Chevron made up 0.15% of Bank of Montreal's portfolio in Q2 2026, its #120 holding.
- Bank of Montreal first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Chevron position peaked at $717M in Q4 2017.
- 4,140 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.