MHWM
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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
Q3 		$723K Buy
3,541
+39
+1% +$7.68K 0.25% 39
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Montz Harcus Wealth Management's CVX Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Chevron (CVX) stake by 1.1% in Q3 2026, buying an estimated $7.68K and bringing the position to 3,541 shares worth $723K. The position accounts for 0.25% of the portfolio, ranked #39.

Montz Harcus Wealth Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Montz Harcus Wealth Management held 3,541 shares of Chevron worth $723K as of Q3 2026.
  • Montz Harcus Wealth Management bought 39 Chevron shares in Q3 2026, an estimated $7.68K.
  • Chevron made up 0.25% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Montz Harcus Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.