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Piedmont Capital Management (Montana)’s Chevron CVX Stock Holding History

Piedmont Capital Management (Montana)’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 		$947K Sell
5,700
-25
-0.4% -$4.65K 0.48% 31
2026
Q1 		$1.13M Buy
5,725
+321
+6% +$58.5K 0.58% 24
2025
Q4 		$824K Buy
5,404
+48
+0.9% +$7.31K 0.42% 31
2025
Q3 		$826K Buy
5,356
+34
+0.6% +$5.27K 0.44% 30
2025
Q2 		$762K Buy
5,322
+152
+3% +$21.4K 0.44% 29
2025
Q1 		$708K Hold
5,170
– – 0.51% 28
2024
Q4 		$760K Sell
5,170
-56
-1% -$8.57K 0.46% 28
2024
Q3 		$784K Sell
5,226
-293
-5% -$43.6K 0.47% 29
2024
Q2 		$886K Hold
5,519
– – 0.6% 23
2024
Q1 		$886K Buy
5,519
+154
+3% +$23.2K 0.6% 23
2023
Q4 		$800K Buy
5,365
+78
+1% +$11.8K 0.58% 27
2023
Q3 		$892K Sell
5,287
-108
-2% -$17.4K 0.71% 22
2023
Q2 		$849K Sell
5,395
-64
-1% -$10.3K 0.64% 22
2023
Q1 		$893K Sell
5,459
-251
-4% -$42.1K 0.71% 22
2022
Q4 		$1.02M Buy
5,710
+29
+0.5% +$5.06K 0.86% 15
2022
Q3 		$817K Sell
5,681
-444
-7% -$67.7K 0.74% 17
2022
Q2 		$887K Sell
6,125
-664
-10% -$110K 0.91% 18
2022
Q1 		$1.11M Sell
6,789
-139
-2% -$19.9K 0.84% 19
2021
Q4 		$813K Buy
6,928
+345
+5% +$39.2K 0.64% 22
2021
Q3 		$668K Buy
6,583
+687
+12% +$68.5K 0.53% 25
2021
Q2 		$628K Buy
5,896
+1,140
+24% +$120K 0.52% 24
2021
Q1 		$504K Buy
4,756
+594
+14% +$58K 0.47% 27
2020
Q4 		$352K Buy
+4,162
New +$337K 0.36% 34

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

Piedmont Capital Management (Montana)'s CVX Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its Chevron (CVX) stake by 0.44% in Q2 2026, selling an estimated $4.65K and leaving 5,700 shares worth $947K. The position accounts for 0.48% of the portfolio, ranked #31.

Piedmont Capital Management (Montana) first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Piedmont Capital Management (Montana) held 5,700 shares of Chevron worth $947K as of Q2 2026.
  • Piedmont Capital Management (Montana) sold 25 Chevron shares in Q2 2026, an estimated $4.65K.
  • Chevron made up 0.48% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #31 holding.
  • Piedmont Capital Management (Montana) first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Piedmont Capital Management (Montana)'s Chevron position peaked at $1.13M in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.