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Monte Financial Group, LLC → CVX
Monte Financial Group, LLC CVX Position History
Chevron Corporation • Energy
Quarters held
4
Latest value
$7.2M
Q3 2026
Peak value
$8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.2M |
| Q1 2026 | $8M |
| Q2 2026 | $7.7M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 35.1K | — | — |
| Q2 2026 | $7.7M | 39.0K | — | — |
| Q1 2026 | $8M | 38.8K | — | — |
| Q4 2025 | $6.2M | 41.0K | — | — |
Other funds holding CVX
$31.7B
$25.7B
$24.9B
$24.8B
$24.6B
$24.6B
$24.2B