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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
Q2 		$552K Buy
3,329
+696
+26% +$130K 0.11% 93
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montis Financial's CVX Position: Q2 2026 in Review

Montis Financial increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $130K and bringing the position to 3,329 shares worth $552K. The position accounts for 0.11% of the portfolio, ranked #93.

Montis Financial first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Montis Financial held 3,329 shares of Chevron worth $552K as of Q2 2026.
  • Montis Financial bought 696 Chevron shares in Q2 2026, an estimated $130K.
  • Chevron made up 0.11% of Montis Financial's portfolio in Q2 2026, its #93 holding.
  • Montis Financial first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.