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Montag & Caldwell’s Chevron CVX Stock Holding History

Montag & Caldwell’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$143K Hold
1,000
– – 0.03% 90
2025
Q1 		$167K Hold
1,000
– – 0.04% 89
2024
Q4 		$145K Buy
+1,000
New +$153K 0.03% 95

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Caldwell's CVX Position: Q2 2025 in Review

Montag & Caldwell held its Chevron (CVX) position steady in Q2 2025 at 1,000 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #90.

Montag & Caldwell first reported a position in CVX in Q4 2024 and has held it in 3 quarters since. The position peaked at $167K in Q1 2025. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Montag & Caldwell held 1,000 shares of Chevron worth $143K as of Q2 2025.
  • Montag & Caldwell left its Chevron share count unchanged in Q2 2025.
  • Chevron made up 0.03% of Montag & Caldwell's portfolio in Q2 2025, its #90 holding.
  • Montag & Caldwell first reported a position in Chevron in Q4 2024 and has held it in 3 quarters since.
  • Montag & Caldwell's Chevron position peaked at $167K in Q1 2025.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.