MAM
Morse Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
10,765
-7,020
| -39% | -$1.01M | 0.34% | 66 |
|
|
2025
Q1 | $2.98M | Sell |
17,785
-5,483
| -24% | -$917K | 0.75% | 38 |
|
|
2024
Q4 | $3.37M | Sell |
23,268
-555
| -2% | -$80.4K | 0.77% | 39 |
|
|
2024
Q3 | $3.51M | Sell |
23,823
-2,124
| -8% | -$313K | 0.76% | 36 |
|
|
2024
Q2 | $4.06M | Sell |
25,947
-1,149
| -4% | -$180K | 0.98% | 33 |
|
|
2024
Q1 | $4.27M | Sell |
27,096
-8,119
| -23% | -$1.28M | 1.09% | 32 |
|
|
2023
Q4 | $5.25M | Sell |
35,215
-4,348
| -11% | -$649K | 1.55% | 21 |
|
|
2023
Q3 | $6.67M | Buy |
39,563
+183
| +0.5% | +$30.9K | 2.11% | 13 |
|
|
2023
Q2 | $6.2M | Buy |
39,380
+518
| +1% | +$81.5K | 1.88% | 13 |
|
|
2023
Q1 | $6.34M | Buy |
38,862
+726
| +2% | +$118K | 2.14% | 10 |
|
|
2022
Q4 | $6.85M | Sell |
38,136
-338
| -0.9% | -$60.7K | 2.49% | 11 |
|
|
2022
Q3 | $5.53M | Buy |
38,474
+203
| +0.5% | +$29.2K | 2.09% | 12 |
|
|
2022
Q2 | $5.54M | Buy |
38,271
+8,590
| +29% | +$1.24M | 1.78% | 13 |
|
|
2022
Q1 | $4.83M | Buy |
29,681
+10,897
| +58% | +$1.77M | 1.2% | 24 |
|
|
2021
Q4 | $2.2M | Buy |
18,784
+840
| +5% | +$98.6K | 0.49% | 56 |
|
|
2021
Q3 | $1.82M | Buy |
17,944
+106
| +0.6% | +$10.8K | 0.43% | 64 |
|
|
2021
Q2 | $1.87M | Sell |
17,838
-554
| -3% | -$58K | 0.45% | 54 |
|
|
2021
Q1 | $1.93M | Buy |
18,392
+10,211
| +125% | +$1.07M | 0.49% | 52 |
|
|
2020
Q4 | $691K | Buy |
8,181
+4,701
| +135% | +$397K | 0.19% | 91 |
|
|
2020
Q3 | $251K | Sell |
3,480
-199
| -5% | -$14.4K | 0.08% | 119 |
|
|
2020
Q2 | $328K | Buy |
3,679
+51
| +1% | +$4.55K | 0.12% | 96 |
|
|
2020
Q1 | $263K | Sell |
3,628
-25,749
| -88% | -$1.87M | 0.13% | 95 |
|
|
2019
Q4 | $3.54M | Buy |
29,377
+596
| +2% | +$71.8K | 1.21% | 23 |
|
|
2019
Q3 | $3.41M | Buy |
28,781
+10,770
| +60% | +$1.28M | 1.28% | 23 |
|
|
2019
Q2 | $2.24M | Buy |
18,011
+2,172
| +14% | +$270K | 0.66% | 43 |
|
|
2019
Q1 | $1.95M | Buy |
15,839
+1,100
| +7% | +$135K | 0.58% | 53 |
|
|
2018
Q4 | $1.6M | Buy |
14,739
+169
| +1% | +$18.4K | 0.57% | 49 |
|
|
2018
Q3 | $1.78M | Sell |
14,570
-2,850
| -16% | -$349K | 0.47% | 62 |
|
|
2018
Q2 | $2.2M | Buy |
17,420
+885
| +5% | +$112K | 0.6% | 47 |
|
|
2018
Q1 | $1.89M | Buy |
16,535
+1,960
| +13% | +$224K | 0.52% | 57 |
|
|
2017
Q4 | $1.83M | Buy |
14,575
+1,426
| +11% | +$179K | 0.51% | 57 |
|
|
2017
Q3 | $1.55M | Buy |
13,149
+900
| +7% | +$106K | 0.46% | 63 |
|
|
2017
Q2 | $1.28M | Sell |
12,249
-900
| -7% | -$93.9K | 0.42% | 68 |
|
|
2017
Q1 | $1.41M | Buy |
+13,149
| New | +$1.41M | 0.48% | 66 |
|