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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-179,100
| Closed | -$25.6M | – | 3583 |
|
|
2025
Q2 | $25.6M | Buy |
+179,100
| New | +$25.2M | 0.01% | 643 |
|
|
2024
Q4 | – | Sell |
-12,100
| Closed | -$1.76M | – | 3589 |
|
|
2024
Q3 | $1.76M | Hold |
12,100
| – | – | ﹤0.01% | 1754 |
|
|
2024
Q2 | $1.97M | Hold |
12,100
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q1 | $2.21M | Hold |
12,100
| – | – | ﹤0.01% | 1590 |
|
|
2023
Q4 | $2.21M | Sell |
12,100
-17,700
| -59% | -$2.68M | ﹤0.01% | 1638 |
|
|
2023
Q3 | $5.03M | Hold |
29,800
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $4.72M | Buy |
29,800
+17,700
| +146% | +$2.84M | ﹤0.01% | 1363 |
|
|
2023
Q1 | $2.21M | Sell |
12,100
-37,900
| -76% | -$6.35M | ﹤0.01% | 1651 |
|
|
2022
Q4 | $9.26M | Hold |
50,000
| – | – | ﹤0.01% | 1019 |
|
|
2022
Q3 | $7.25K | Hold |
50,000
| – | – | ﹤0.01% | 1148 |
|
|
2022
Q2 | $8.4K | Sell |
50,000
-100,000
| -67% | -$16.5M | ﹤0.01% | 1138 |
|
|
2022
Q1 | $24.8M | Buy |
+150,000
| New | +$21.5M | 0.01% | 723 |
|
|
2019
Q4 | – | Sell |
-225,000
| Closed | -$26.7M | – | 4874 |
|
|
2019
Q3 | $26.7M | Buy |
225,000
+134,700
| +149% | +$16.4M | 0.02% | 532 |
|
|
2019
Q2 | $11.2M | Buy |
+90,300
| New | +$10.9M | 0.01% | 843 |
|
|
2019
Q1 | – | Sell |
-100,000
| Closed | -$10.9M | – | 4397 |
|
|
2018
Q4 | $10.9M | Buy |
+100,000
| New | +$11.6M | 0.01% | 753 |
|
|
2017
Q1 | – | Sell |
-99,200
| Closed | -$11.1M | – | 4012 |
|
|
2016
Q4 | $11.1M | Hold |
99,200
| – | – | 0.01% | 766 |
|
|
2016
Q3 | $10.2M | Hold |
99,200
| – | – | 0.01% | 806 |
|
|
2016
Q2 | $10.4M | Buy |
+99,200
| New | +$9.98M | 0.01% | 781 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$45K | – | 4220 |
|
|
2015
Q4 | $45K | Hold |
500
| – | – | ﹤0.01% | 3075 |
|
|
2015
Q3 | $39K | Buy |
500
+479
| +2,281% | +$40.3K | ﹤0.01% | 3014 |
|
|
2015
Q2 | $2K | Sell |
21
-179
| -90% | -$18.8K | ﹤0.01% | 3741 |
|
|
2015
Q1 | $21K | Sell |
200
-20,020
| -99% | -$2.14M | ﹤0.01% | 3252 |
|
|
2014
Q4 | $2.27M | Sell |
20,220
-104,980
| -84% | -$11.9M | ﹤0.01% | 1363 |
|
|
2014
Q3 | $14.9M | Sell |
125,200
-30,000
| -19% | -$3.83M | 0.02% | 619 |
|
|
2014
Q2 | $20.3M | Buy |
155,200
+49,980
| +48% | +$6.22M | 0.02% | 489 |
|
|
2014
Q1 | $12.5M | Buy |
+105,220
| New | +$12.2M | 0.02% | 577 |
|
|
2013
Q4 | – | Sell |
-80,000
| Closed | -$9.72M | – | 3746 |
|
|
2013
Q3 | $9.72M | Buy |
+80,000
| New | +$9.83M | 0.02% | 526 |
|
Other funds holding CVX
VCM
VPM
Bank of Montreal's CVX Position: Q1 2026 in Review
Bank of Montreal reduced its Chevron (CVX) stake by 3.1% in Q1 2026, selling an estimated $15.5M and leaving 2,671,012 shares worth $553M. The position accounts for 0.21% of the portfolio, ranked #86.
Bank of Montreal first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $717M in Q4 2017. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Bank of Montreal held 2,671,012 shares of Chevron worth $553M as of Q1 2026.
- Bank of Montreal sold 85,232 Chevron shares in Q1 2026, an estimated $15.5M.
- Chevron made up 0.21% of Bank of Montreal's portfolio in Q1 2026, its #86 holding.
- Bank of Montreal first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Chevron position peaked at $717M in Q4 2017.
- 4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.