Position in CVX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,143,758
-$1,885,564 QoQ
Shares Held
43,097
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#892
of 4,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $20,387,946 across 8 Oil & Gas Integrated names. CVX ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
75,525 | $10,325,778 | |
| 2 | CVX |
Chevron Corp
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|
43,097 | $7,143,758 | |
| 3 | SHEL |
Shell plc
|
22,563 | $1,749,535 | |
| 4 | NFG |
National Fuel Gas Co
|
14,178 | $1,094,683 | |
| 5 | BP |
Bp PLC
|
1,276 | $47,148 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
713 | $10,438 | |
| 7 | IMO |
Imperial Oil Ltd
|
83 | $9,297 | |
| 8 | TTE |
TotalEnergies SE
|
94 | $7,309 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,143,758 | 43,097 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,029,322 | 43,641 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,540,827 | 42,916 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,146,290 | 46,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,736,087 | 47,043 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,633,275 | 45,629 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,582,543 | 45,447 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,114,024 | 48,306 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,509,724 | 48,010 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,592,026 | 48,130 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,178,325 | 48,125 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,383,111 | 49,716 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,318,779 | 52,868 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,540,283 | 52,343 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,586,560 | 53,410 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,713,929 | 53,692 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,881,090 | 68,249 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,701,838 | 65,724 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,680,792 | 65,452 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,734,874 | 46,672 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,974,731 | 47,496 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,815,288 | 26,866 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,262,246 | 26,788 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,341,584 | 32,522 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,063,713 | 56,749 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,111,235 | 56,738 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||