Monte Financial Group’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 | $8.03M | Sell |
38,797
-2,206
| -5% | -$402K | 2.85% | 2 |
|
|
2025
Q4 | $6.25M | Sell |
41,003
-814
| -2% | -$124K | 2.33% | 10 |
|
|
2025
Q3 | $6.49M | Buy |
41,817
+1,983
| +5% | +$307K | 2.39% | 10 |
|
|
2025
Q2 | $5.7M | Buy |
39,834
+83
| +0.2% | +$11.7K | 2.22% | 17 |
|
|
2025
Q1 | $5.48M | Sell |
39,751
-335
| -0.8% | -$52.4K | 2.4% | 16 |
|
|
2024
Q4 | $5.81M | Buy |
40,086
+124
| +0.3% | +$19K | 2.49% | 11 |
|
|
2024
Q3 | $5.89M | Buy |
39,962
+4,280
| +12% | +$637K | 2.44% | 14 |
|
|
2024
Q2 | $5.58M | Sell |
35,682
-4,147
| -10% | -$661K | 2.46% | 14 |
|
|
2024
Q1 | $6.28M | Buy |
39,829
+3,090
| +8% | +$466K | 2.75% | 7 |
|
|
2023
Q4 | $5.48M | Sell |
36,739
-1,906
| -5% | -$288K | 2.56% | 12 |
|
|
2023
Q3 | $6.52M | Buy |
38,645
+240
| +0.6% | +$38.8K | 3.3% | 2 |
|
|
2023
Q2 | $6.04M | Buy |
38,405
+590
| +2% | +$94.6K | 2.95% | 7 |
|
|
2023
Q1 | $6.17M | Sell |
37,815
-301
| -0.8% | -$50.5K | 3.26% | 2 |
|
|
2022
Q4 | $6.84M | Sell |
38,116
-571
| -1% | -$99.6K | 3.52% | 1 |
|
|
2022
Q3 | $5.56M | Buy |
38,687
+1,322
| +4% | +$202K | 3.41% | 4 |
|
|
2022
Q2 | $5.41M | Sell |
37,365
-399
| -1% | -$66K | 3.16% | 9 |
|
|
2022
Q1 | $6.15M | Sell |
37,764
-12,414
| -25% | -$1.78M | 3.27% | 4 |
|
|
2021
Q4 | $5.89M | Sell |
50,178
-689
| -1% | -$78.3K | 3.1% | 7 |
|
|
2021
Q3 | $5.16M | Buy |
50,867
+1,352
| +3% | +$135K | 2.96% | 11 |
|
|
2021
Q2 | $5.19M | Buy |
49,515
+457
| +0.9% | +$48.2K | 2.96% | 8 |
|
|
2021
Q1 | $5.14M | Sell |
49,058
-1,094
| -2% | -$107K | 3.15% | 6 |
|
|
2020
Q4 | $4.24M | Buy |
50,152
+2,865
| +6% | +$232K | 2.88% | 6 |
|
|
2020
Q3 | $3.4M | Buy |
47,287
+2,301
| +5% | +$194K | 2.57% | 19 |
|
|
2020
Q2 | $4.01M | Buy |
44,986
+10,002
| +29% | +$895K | 3.17% | 7 |
|
|
2020
Q1 | $2.54M | Buy |
34,984
+23,998
| +218% | +$2.37M | 2.46% | 19 |
|
|
2019
Q4 | $1.32M | Buy |
10,986
+115
| +1% | +$13.5K | 0.98% | 34 |
|
|
2019
Q3 | $1.29M | Buy |
10,871
+648
| +6% | +$78.7K | 1.04% | 34 |
|
|
2019
Q2 | $1.27M | Buy |
10,223
+268
| +3% | +$32.4K | 1.08% | 34 |
|
|
2019
Q1 | $1.23M | Buy |
9,955
+2,633
| +36% | +$312K | 1.07% | 34 |
|
|
2018
Q4 | $797K | Buy |
7,322
+13
| +0.2% | +$1.51K | 0.84% | 33 |
|
|
2018
Q3 | $894K | Sell |
7,309
-28
| -0.4% | -$3.4K | 0.84% | 34 |
|
|
2018
Q2 | $928K | Sell |
7,337
-1,084
| -13% | -$135K | 0.94% | 33 |
|
|
2018
Q1 | $960K | Buy |
8,421
+57
| +0.7% | +$6.81K | 1% | 33 |
|
|
2017
Q4 | $1.05M | Buy |
+8,364
| New | +$992K | 1.06% | 34 |
|
Other funds holding CVX
VCM
VPM
Monte Financial Group's CVX Position: Q1 2026 in Review
Monte Financial Group reduced its Chevron (CVX) stake by 5.4% in Q1 2026, selling an estimated $402K and leaving 38,797 shares worth $8.03M. The position accounts for 2.85% of the portfolio, ranked #2.
Monte Financial Group first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Monte Financial Group held 38,797 shares of Chevron worth $8.03M as of Q1 2026.
- Monte Financial Group sold 2,206 Chevron shares in Q1 2026, an estimated $402K.
- Chevron made up 2.85% of Monte Financial Group's portfolio in Q1 2026, its #2 holding.
- Monte Financial Group first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
- 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.