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Montis Financial’s Chevron CVX Stock Holding History

Montis Financial’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
Q1 		$545K Buy
2,633
+228
+9% +$41.6K 0.11% 90
2025
Q4 		$367K Buy
2,405
+5
+0.2% +$762 0.07% 118
2025
Q3 		$373K Buy
2,400
+857
+56% +$133K 0.09% 118
2025
Q2 		$221K Sell
1,543
-57
-4% -$8.04K 0.06% 127
2025
Q1 		$268K Hold
1,600
– – 0.08% 118
2024
Q4 		$232K Buy
1,600
+122
+8% +$18.7K 0.07% 124
2024
Q3 		$218K Buy
1,478
+18
+1% +$2.68K 0.08% 102
2024
Q2 		$228K Sell
1,460
-121
-8% -$19.3K 0.1% 74
2024
Q1 		$249K Sell
1,581
-116
-7% -$17.5K 0.12% 74
2023
Q4 		$253K Sell
1,697
-110
-6% -$16.6K 0.15% 64
2023
Q3 		$305K Buy
1,807
+203
+13% +$32.8K 0.2% 51
2023
Q2 		$252K Sell
1,604
-69
-4% -$11.1K 0.17% 51
2023
Q1 		$273K Buy
1,673
+3
+0.2% +$503 0.21% 48
2022
Q4 		$300K Buy
1,670
+2
+0.1% +$349 0.25% 41
2022
Q3 		$240K Buy
1,668
+3
+0.2% +$458 0.23% 47
2022
Q2 		$241K Sell
1,665
-11
-0.7% -$1.82K 0.23% 51
2022
Q1 		$273K Sell
1,676
-2,094
-56% -$300K 0.21% 54
2021
Q4 		$442K Buy
+3,770
New +$428K 0.32% 40

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Montis Financial's CVX Position: Q1 2026 in Review

Montis Financial increased its Chevron (CVX) stake by 9.5% in Q1 2026, buying an estimated $41.6K and bringing the position to 2,633 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #90.

Montis Financial first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Montis Financial held 2,633 shares of Chevron worth $545K as of Q1 2026.
  • Montis Financial bought 228 Chevron shares in Q1 2026, an estimated $41.6K.
  • Chevron made up 0.11% of Montis Financial's portfolio in Q1 2026, its #90 holding.
  • Montis Financial first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.