Montchanin Asset Management’s Chevron CVX Stock Holding History

Montchanin Asset Management’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
2026 Q2	$1.5M	Hold	9,074	–	–	1.53%	18
2026 Q1	$1.88M	Buy	+9,074	New	+$1.65M	2%	15
2024 Q4	$1.73M	Sell	11,959 -25	-0.2%	-$3.83K	1.68%	15
2024 Q3	$1.76M	Buy	11,984 +280	+2%	+$41.7K	1.63%	16
2024 Q2	$1.83M	Sell	11,704 -1,200	-9%	-$191K	1.73%	15
2024 Q1	$2.04M	Buy	+12,904	New	+$1.95M	1.99%	14
2023 Q2	$2.4M	Buy	15,229 +40	+0.3%	+$6.41K	2.73%	12
2023 Q1	$2.48M	Buy	15,189 +4,982	+49%	+$835K	3.14%	10
2022 Q4	$1.83M	Hold	10,207	–	–	2.51%	12
2022 Q3	$1.47M	Buy	10,207 +966	+10%	+$147K	2.08%	14
2022 Q2	$1.34M	Buy	+9,241	New	+$1.53M	1.85%	15

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Montchanin Asset Management's CVX Position: Q2 2026 in Review

Montchanin Asset Management held its Chevron (CVX) position steady in Q2 2026 at 9,074 shares worth $1.5M. The position accounts for 1.53% of the portfolio, ranked #18.

Montchanin Asset Management first reported a position in CVX in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.48M in Q1 2023. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Montchanin Asset Management held 9,074 shares of Chevron worth $1.5M as of Q2 2026.
Montchanin Asset Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 1.53% of Montchanin Asset Management's portfolio in Q2 2026, its #18 holding.
Montchanin Asset Management first reported a position in Chevron in Q2 2022 and has held it in 11 quarters since.
Montchanin Asset Management's Chevron position peaked at $2.48M in Q1 2023.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.