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Montgomery Financial Services’s Chevron CVX Stock Holding History

Montgomery Financial Services’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 		$147K Buy
+884
New +$165K 0.13% 33

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Montgomery Financial Services's CVX Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Chevron (CVX) in Q2 2026: 884 shares worth $147K. The stake represents 0.13% of the portfolio and ranks #33 among its holdings.

3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Montgomery Financial Services held 884 shares of Chevron worth $147K as of Q2 2026.
  • Chevron was a new Montgomery Financial Services position in Q2 2026.
  • Chevron made up 0.13% of Montgomery Financial Services's portfolio in Q2 2026, its #33 holding.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.