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Montz Harcus Wealth Management’s Chevron CVX Stock Holding History

Montz Harcus Wealth 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 		$580K Buy
3,502
+19
+0.5% +$3.54K 0.21% 45
2026
Q1 		$721K Buy
3,483
+646
+23% +$118K 0.29% 38
2025
Q4 		$432K Buy
2,837
+40
+1% +$6.09K 0.18% 51
2025
Q3 		$434K Sell
2,797
-4
-0.1% -$619 0.19% 49
2025
Q2 		$401K Sell
2,801
-122
-4% -$17.2K 0.19% 46
2025
Q1 		$489K Buy
2,923
+8
+0.3% +$1.25K 0.27% 42
2024
Q4 		$422K Buy
2,915
+37
+1% +$5.66K 0.24% 44
2024
Q3 		$424K Sell
2,878
-65
-2% -$9.68K 0.25% 42
2024
Q2 		$460K Buy
2,943
+63
+2% +$10K 0.3% 37
2024
Q1 		$454K Buy
2,880
+453
+19% +$68.4K 0.31% 37
2023
Q4 		$362K Buy
2,427
+131
+6% +$19.8K 0.28% 36
2023
Q3 		$387K Buy
2,296
+6
+0.3% +$969 0.33% 33
2023
Q2 		$360K Buy
2,290
+60
+3% +$9.62K 0.3% 36
2023
Q1 		$364K Buy
2,230
+10
+0.5% +$1.68K 0.34% 34
2022
Q4 		$398K Buy
2,220
+7
+0.3% +$1.22K 0.4% 31
2022
Q3 		$318K Sell
2,213
-13
-0.6% -$1.98K 0.35% 31
2022
Q2 		$322K Buy
2,226
+7
+0.3% +$1.16K 0.34% 35
2022
Q1 		$361K Buy
2,219
+79
+4% +$11.3K 0.32% 35
2021
Q4 		$251K Buy
+2,140
New +$243K 0.22% 42

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Montz Harcus Wealth Management's CVX Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Chevron (CVX) stake by 0.55% in Q2 2026, buying an estimated $3.54K and bringing the position to 3,502 shares worth $580K. The position accounts for 0.21% of the portfolio, ranked #45.

Montz Harcus Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $721K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Montz Harcus Wealth Management held 3,502 shares of Chevron worth $580K as of Q2 2026.
  • Montz Harcus Wealth Management bought 19 Chevron shares in Q2 2026, an estimated $3.54K.
  • Chevron made up 0.21% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Montz Harcus Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's Chevron position peaked at $721K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.