First National Bank of Mount Dora’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $681K | Sell |
4,106
-77
| -2% | -$14.3K | 0.14% | 87 |
|
|
2026
Q1 | $865K | Sell |
4,183
-1,072
| -20% | -$195K | 0.19% | 75 |
|
|
2025
Q4 | $801K | Buy |
5,255
+188
| +4% | +$28.6K | 0.18% | 78 |
|
|
2025
Q3 | $787K | Sell |
5,067
-380
| -7% | -$58.9K | 0.17% | 76 |
|
|
2025
Q2 | $780K | Sell |
5,447
-300
| -5% | -$42.3K | 0.18% | 77 |
|
|
2025
Q1 | $961K | Sell |
5,747
-740
| -11% | -$116K | 0.23% | 70 |
|
|
2024
Q4 | $940K | Sell |
6,487
-221
| -3% | -$33.8K | 0.22% | 75 |
|
|
2024
Q3 | $988K | Sell |
6,708
-2,983
| -31% | -$444K | 0.22% | 77 |
|
|
2024
Q2 | $1.52M | Sell |
9,691
-2,954
| -23% | -$471K | 0.37% | 70 |
|
|
2024
Q1 | $1.99M | Sell |
12,645
-9,040
| -42% | -$1.36M | 0.49% | 62 |
|
|
2023
Q4 | $3.23M | Sell |
21,685
-220
| -1% | -$33.3K | 0.86% | 47 |
|
|
2023
Q3 | $3.69M | Sell |
21,905
-124
| -0.6% | -$20K | 1.09% | 40 |
|
|
2023
Q2 | $3.47M | Buy |
22,029
+176
| +0.8% | +$28.2K | 0.99% | 41 |
|
|
2023
Q1 | $3.57M | Sell |
21,853
-3,145
| -13% | -$527K | 1.08% | 40 |
|
|
2022
Q4 | $4.49M | Buy |
24,998
+409
| +2% | +$71.4K | 1.48% | 27 |
|
|
2022
Q3 | $3.53M | Buy |
24,589
+2,464
| +11% | +$376K | 1.25% | 33 |
|
|
2022
Q2 | $3.2M | Sell |
22,125
-31
| -0.1% | -$5.12K | 1.1% | 35 |
|
|
2022
Q1 | $3.61M | Sell |
22,156
-1,673
| -7% | -$240K | 1.09% | 36 |
|
|
2021
Q4 | $2.8M | Buy |
23,829
+1,280
| +6% | +$145K | 0.82% | 45 |
|
|
2021
Q3 | $2.29M | Buy |
22,549
+1,619
| +8% | +$161K | 0.75% | 45 |
|
|
2021
Q2 | $2.19M | Buy |
20,930
+992
| +5% | +$105K | 0.72% | 50 |
|
|
2021
Q1 | $2.09M | Buy |
19,938
+11,300
| +131% | +$1.1M | 0.73% | 49 |
|
|
2020
Q4 | $730K | Buy |
8,638
+96
| +1% | +$7.77K | 0.26% | 69 |
|
|
2020
Q3 | $615K | Sell |
8,542
-947
| -10% | -$79.6K | 0.25% | 69 |
|
|
2020
Q2 | $847K | Sell |
9,489
-7,828
| -45% | -$701K | 0.38% | 65 |
|
|
2020
Q1 | $1.25M | Buy |
17,317
+3,482
| +25% | +$344K | 0.66% | 49 |
|
|
2019
Q4 | $1.67M | Buy |
13,835
+358
| +3% | +$42.2K | 0.7% | 48 |
|
|
2019
Q3 | $1.6M | Buy |
13,477
+5,462
| +68% | +$663K | 0.73% | 48 |
|
|
2019
Q2 | $998K | Sell |
8,015
-660
| -8% | -$79.8K | 0.46% | 52 |
|
|
2019
Q1 | $1.07M | Sell |
8,675
-799
| -8% | -$94.5K | 0.47% | 56 |
|
|
2018
Q4 | $1.03M | Buy |
9,474
+454
| +5% | +$52.6K | 0.51% | 55 |
|
|
2018
Q3 | $1.1M | Sell |
9,020
-1,632
| -15% | -$198K | 0.47% | 58 |
|
|
2018
Q2 | $1.35M | Sell |
10,652
-777
| -7% | -$96.5K | 0.6% | 49 |
|
|
2018
Q1 | $1.3M | Sell |
11,429
-554
| -5% | -$66.2K | 0.6% | 51 |
|
|
2017
Q4 | $1.5M | Sell |
11,983
-250
| -2% | -$29.6K | 0.66% | 47 |
|
|
2017
Q3 | $1.44M | Sell |
12,233
-524
| -4% | -$57.2K | 0.71% | 45 |
|
|
2017
Q2 | $1.33M | Buy |
12,757
+166
| +1% | +$17.6K | 0.69% | 50 |
|
|
2017
Q1 | $1.35M | Buy |
12,591
+1,083
| +9% | +$121K | 0.73% | 49 |
|
|
2016
Q4 | $1.35M | Sell |
11,508
-904
| -7% | -$98.4K | 0.8% | 48 |
|
|
2016
Q3 | $1.28M | Sell |
12,412
-931
| -7% | -$95.1K | 0.72% | 54 |
|
|
2016
Q2 | $1.4M | Sell |
13,343
-475
| -3% | -$47.8K | 0.8% | 51 |
|
|
2016
Q1 | $1.32M | Sell |
13,818
-1,170
| -8% | -$102K | 0.78% | 52 |
|
|
2015
Q4 | $1.35M | Sell |
14,988
-1,480
| -9% | -$133K | 0.79% | 51 |
|
|
2015
Q3 | $1.3M | Sell |
16,468
-920
| -5% | -$77.4K | 0.79% | 51 |
|
|
2015
Q2 | $1.68M | Sell |
17,388
-675
| -4% | -$70.9K | 0.94% | 43 |
|
|
2015
Q1 | $1.9M | Sell |
18,063
-1,275
| -7% | -$136K | 1.02% | 41 |
|
|
2014
Q4 | $2.17M | Sell |
19,338
-515
| -3% | -$58.5K | 1.21% | 31 |
|
|
2014
Q3 | $2.37M | Sell |
19,853
-52
| -0.3% | -$6.63K | 1.39% | 28 |
|
|
2014
Q2 | $2.6M | Sell |
19,905
-1,600
| -7% | -$199K | 1.51% | 22 |
|
|
2014
Q1 | $2.56M | Sell |
21,505
-8,275
| -28% | -$962K | 1.56% | 20 |
|
|
2013
Q4 | $3.72M | Buy |
29,780
+75
| +0.3% | +$9.07K | 2.42% | 8 |
|
|
2013
Q3 | $3.61M | Sell |
29,705
-1,088
| -4% | -$134K | 2.64% | 8 |
|
|
2013
Q2 | $3.64M | Buy |
+30,793
| New | +$3.72M | 2.71% | 8 |
|
Other funds holding CVX
AACR
First National Bank of Mount Dora's CVX Position: Q2 2026 in Review
First National Bank of Mount Dora reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $14.3K and leaving 4,106 shares worth $681K. The position accounts for 0.14% of the portfolio, ranked #87.
First National Bank of Mount Dora first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.49M in Q4 2022. 2,090 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- First National Bank of Mount Dora held 4,106 shares of Chevron worth $681K as of Q2 2026.
- First National Bank of Mount Dora sold 77 Chevron shares in Q2 2026, an estimated $14.3K.
- Chevron made up 0.14% of First National Bank of Mount Dora's portfolio in Q2 2026, its #87 holding.
- First National Bank of Mount Dora first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- First National Bank of Mount Dora's Chevron position peaked at $4.49M in Q4 2022.
- 2,090 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.