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Disclosery

Monte Financial Group, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monte Financial Group, LLC on CVX, newest first. How the timeline and the estimate are built.

Monte Financial Group, LLC held 39,010 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,010 shares
    Change vs previous 13F +213 shares

    2.46% of the 13F portfolio, value $7,678,429.

    13F-HR 0001951757-26-001172 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,797 shares
    Change vs previous 13F -2,206 shares

    2.85% of the 13F portfolio, value $8,027,202.

    13F-HR 0001951757-26-000859 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,003 shares
    Change vs previous 13F -814 shares

    2.33% of the 13F portfolio, value $6,249,275.

    13F-HR 0001951757-26-000274 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,817 shares
    Change vs previous 13F +1,983 shares

    2.39% of the 13F portfolio, value $6,493,748.

    13F-HR 0001951757-25-001228 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,834 shares
    Change vs previous 13F +83 shares

    2.22% of the 13F portfolio, value $5,703,877.

    13F-HR 0001951757-25-000942 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,751 shares
    Change vs previous 13F -335 shares

    2.4% of the 13F portfolio, value $5,480,490.

    13F-HR 0001951757-25-000401 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,086 shares
    Change vs previous 13F +124 shares

    2.49% of the 13F portfolio, value $5,806,093.

    13F-HR 0000950123-25-000412 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,962 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $5,885,171.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).