Chevron Corporation shares owned by Montis Financial
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 2.4k | 155.28 |
| 2025-06-30 | $221k | 1.5k | 143.21 |
| 2025-03-31 | $268k | 1.6k | 167.29 |
| 2024-12-31 | $232k | 1.6k | 144.82 |
| 2024-09-30 | $218k | 1.5k | 147.23 |
| 2024-06-30 | $228k | 1.5k | 156.38 |
| 2024-03-31 | $249k | 1.6k | 157.70 |
| 2023-12-31 | $253k | 1.7k | 149.18 |
| 2023-09-30 | $305k | 1.8k | 168.60 |
| 2023-06-30 | $252k | 1.6k | 157.35 |
| 2023-03-31 | $273k | 1.7k | 163.16 |
| 2022-12-31 | $300k | 1.7k | 179.50 |
| 2022-09-30 | $240k | 1.7k | 143.88 |
| 2022-06-30 | $241k | 1.7k | 144.74 |
| 2022-03-31 | $273k | 1.7k | 162.89 |
| 2021-12-31 | $442k | 3.8k | 117.24 |