Monument Capital Management’s Chevron CVX Stock Holding History

Monument Capital 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	$988K	Buy	5,961 +268	+5%	+$49.9K	0.2%	111
2026 Q1	$1.18M	Buy	5,693 +87	+2%	+$15.9K	0.3%	90
2025 Q4	$854K	Sell	5,606 -1,025	-15%	-$156K	0.21%	105
2025 Q3	$1.03M	Buy	6,631 +1,889	+40%	+$293K	0.26%	95
2025 Q2	$679K	Sell	4,742 -761	-14%	-$107K	0.18%	111
2025 Q1	$921K	Buy	5,503 +2,342	+74%	+$367K	0.28%	86
2024 Q4	$458K	Buy	3,161 +21	+0.7%	+$3.21K	0.13%	121
2024 Q3	$462K	Sell	3,140 -3,179	-50%	-$473K	0.13%	118
2024 Q2	$988K	Sell	6,319 -476	-7%	-$75.9K	0.29%	76
2024 Q1	$1.07M	Buy	6,795 +1,253	+23%	+$189K	0.31%	80
2023 Q4	$827K	Sell	5,542 -3,610	-39%	-$546K	0.27%	90
2023 Q3	$1.54M	Sell	9,152 -17,097	-65%	-$2.76M	0.52%	63
2023 Q2	$4.13M	Buy	26,249 +524	+2%	+$84K	1.32%	12
2023 Q1	$4.2M	Sell	25,725 -1,563	-6%	-$262K	1.4%	12
2022 Q4	$4.9M	Buy	27,288 +429	+2%	+$74.9K	1.67%	11
2022 Q3	$3.86M	Buy	26,859 +5,756	+27%	+$878K	1.45%	16
2022 Q2	$3.06M	Buy	21,103 +598	+3%	+$98.8K	1.15%	15
2022 Q1	$3.34M	Buy	+20,505	New	+$2.94M	1.08%	18

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Monument Capital Management's CVX Position: Q2 2026 in Review

Monument Capital Management increased its Chevron (CVX) stake by 4.7% in Q2 2026, buying an estimated $49.9K and bringing the position to 5,961 shares worth $988K. The position accounts for 0.2% of the portfolio, ranked #111.

Monument Capital Management first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.9M in Q4 2022. 2,034 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Monument Capital Management held 5,961 shares of Chevron worth $988K as of Q2 2026.
Monument Capital Management bought 268 Chevron shares in Q2 2026, an estimated $49.9K.
Chevron made up 0.2% of Monument Capital Management's portfolio in Q2 2026, its #111 holding.
Monument Capital Management first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
Monument Capital Management's Chevron position peaked at $4.9M in Q4 2022.
2,034 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.