Monarch Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.17M | Sell |
13,121
-390
| -3% | -$72.6K | 0.5% | 54 |
|
|
2026
Q1 | $2.8M | Sell |
13,511
-490
| -3% | -$89.4K | 0.68% | 45 |
|
|
2025
Q4 | $2.13M | Sell |
14,001
-310
| -2% | -$47.2K | 0.52% | 56 |
|
|
2025
Q3 | $2.22M | Buy |
14,311
+230
| +2% | +$35.6K | 0.54% | 52 |
|
|
2025
Q2 | $2.02M | Buy |
14,081
+265
| +2% | +$37.4K | 0.54% | 52 |
|
|
2025
Q1 | $2.31M | Sell |
13,816
-420
| -3% | -$65.7K | 0.64% | 46 |
|
|
2024
Q4 | $2.06M | Sell |
14,236
-140
| -1% | -$21.4K | 0.56% | 48 |
|
|
2024
Q3 | $2.12M | Sell |
14,376
-100
| -0.7% | -$14.9K | 0.57% | 47 |
|
|
2024
Q2 | $2.26M | Sell |
14,476
-76
| -0.5% | -$12.1K | 0.67% | 46 |
|
|
2024
Q1 | $2.3M | Buy |
14,552
+50
| +0.3% | +$7.54K | 0.65% | 47 |
|
|
2023
Q4 | $2.16M | Sell |
14,502
-35
| -0.2% | -$5.29K | 0.66% | 45 |
|
|
2023
Q3 | $2.45M | Hold |
14,537
| – | – | 0.79% | 43 |
|
|
2023
Q2 | $2.29M | Sell |
14,537
-214
| -1% | -$34.3K | 0.69% | 43 |
|
|
2023
Q1 | $2.41M | Sell |
14,751
-143
| -1% | -$24K | 0.74% | 42 |
|
|
2022
Q4 | $2.67M | Sell |
14,894
-1,190
| -7% | -$208K | 0.82% | 41 |
|
|
2022
Q3 | $2.31M | Sell |
16,084
-10
| -0.1% | -$1.52K | 0.75% | 42 |
|
|
2022
Q2 | $2.33M | Sell |
16,094
-215
| -1% | -$35.5K | 0.69% | 42 |
|
|
2022
Q1 | $2.66M | Sell |
16,309
-215
| -1% | -$30.8K | 0.7% | 44 |
|
|
2021
Q4 | $1.94M | Sell |
16,524
-1,165
| -7% | -$132K | 0.5% | 51 |
|
|
2021
Q3 | $1.79M | Sell |
17,689
-55
| -0.3% | -$5.49K | 0.5% | 52 |
|
|
2021
Q2 | $1.86M | Buy |
17,744
+1,240
| +8% | +$131K | 0.53% | 52 |
|
|
2021
Q1 | $1.73M | Hold |
16,504
| – | – | 0.51% | 53 |
|
|
2020
Q4 | $1.39M | Buy |
16,504
+280
| +2% | +$22.7K | 0.44% | 56 |
|
|
2020
Q3 | $1.17M | Buy |
16,224
+325
| +2% | +$27.3K | 0.41% | 57 |
|
|
2020
Q2 | $1.42M | Sell |
15,899
-749
| -4% | -$67.1K | 0.52% | 51 |
|
|
2020
Q1 | $1.21M | Sell |
16,648
-370
| -2% | -$36.6K | 0.49% | 51 |
|
|
2019
Q4 | $2.05M | Buy |
17,018
+420
| +3% | +$49.5K | 0.67% | 43 |
|
|
2019
Q3 | $1.97M | Sell |
16,598
-160
| -1% | -$19.4K | 0.69% | 43 |
|
|
2019
Q2 | $2.08M | Hold |
16,758
| – | – | 0.74% | 40 |
|
|
2019
Q1 | $2.06M | Buy |
16,758
+45
| +0.3% | +$5.32K | 0.75% | 41 |
|
|
2018
Q4 | $1.82M | Buy |
16,713
+505
| +3% | +$58.5K | 0.74% | 41 |
|
|
2018
Q3 | $1.98M | Sell |
16,208
-210
| -1% | -$25.5K | 0.72% | 43 |
|
|
2018
Q2 | $2.08M | Sell |
16,418
-175
| -1% | -$21.7K | 0.8% | 43 |
|
|
2018
Q1 | $1.89M | Sell |
16,593
-200
| -1% | -$23.9K | 0.73% | 45 |
|
|
2017
Q4 | $2.1M | Buy |
16,793
+32
| +0.2% | +$3.79K | 0.78% | 43 |
|
|
2017
Q3 | $1.97M | Sell |
16,761
-1,123
| -6% | -$123K | 0.73% | 43 |
|
|
2017
Q2 | $1.87M | Sell |
17,884
-5,833
| -25% | -$618K | 0.71% | 45 |
|
|
2017
Q1 | $2.55M | Sell |
23,717
-50
| -0.2% | -$5.61K | 0.93% | 41 |
|
|
2016
Q4 | $2.8M | Sell |
23,767
-285
| -1% | -$31K | 1.04% | 38 |
|
|
2016
Q3 | $2.48M | Buy |
24,052
+100
| +0.4% | +$10.2K | 0.94% | 40 |
|
|
2016
Q2 | $2.51M | Sell |
23,952
-115
| -0.5% | -$11.6K | 0.93% | 41 |
|
|
2016
Q1 | $2.3M | Buy |
24,067
+1,650
| +7% | +$144K | 0.83% | 43 |
|
|
2015
Q4 | $2.02M | Sell |
22,417
-1,040
| -4% | -$93.8K | 0.77% | 45 |
|
|
2015
Q3 | $1.85M | Sell |
23,457
-3,453
| -13% | -$291K | 0.75% | 47 |
|
|
2015
Q2 | $2.6M | Buy |
26,910
+379
| +1% | +$39.8K | 0.99% | 40 |
|
|
2015
Q1 | $2.79M | Buy |
26,531
+1,959
| +8% | +$209K | 1.05% | 38 |
|
|
2014
Q4 | $2.76M | Buy |
24,572
+3,105
| +14% | +$353K | 1.04% | 39 |
|
|
2014
Q3 | $2.56M | Buy |
21,467
+25
| +0.1% | +$3.19K | 1.02% | 40 |
|
|
2014
Q2 | $2.8M | Buy |
21,442
+593
| +3% | +$73.8K | 1.08% | 39 |
|
|
2014
Q1 | $2.48M | Buy |
20,849
+1,295
| +7% | +$151K | 0.98% | 41 |
|
|
2013
Q4 | $2.44M | Sell |
19,554
-200
| -1% | -$24.2K | 0.96% | 41 |
|
|
2013
Q3 | $2.4M | Hold |
19,754
| – | – | 1.01% | 40 |
|
|
2013
Q2 | $2.34M | Buy |
+19,754
| New | +$2.39M | 1.01% | 39 |
|
Other funds holding CVX
AACR
Monarch Capital Management's CVX Position: Q2 2026 in Review
Monarch Capital Management reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $72.6K and leaving 13,121 shares worth $2.17M. The position accounts for 0.5% of the portfolio, ranked #54.
Monarch Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.8M in Q2 2014. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Monarch Capital Management held 13,121 shares of Chevron worth $2.17M as of Q2 2026.
- Monarch Capital Management sold 390 Chevron shares in Q2 2026, an estimated $72.6K.
- Chevron made up 0.5% of Monarch Capital Management's portfolio in Q2 2026, its #54 holding.
- Monarch Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- Monarch Capital Management's Chevron position peaked at $2.8M in Q2 2014.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.