Montgomery Financial Services LLC

Position in CVX — Chevron Corp

CIK 2149844 OCEAN CITY, MD

Position in CVX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$146,531

New position

Shares Held

884

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#3,906

of 4,109 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Montgomery Financial Services LLC holds $151,847 across 3 Oil & Gas Integrated names. CVX ranks #1 (96.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	884	$146,531
2	BP	Bp PLC	100	$3,695
3	NFG	National Fuel Gas Co	21	$1,621

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,531	884	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.