Morton Brown Family Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
171
| – | – | 0.01% | 136 |
|
|
2025
Q1 | $28.6K | Buy |
171
+53
| +45% | +$8.87K | 0.01% | 132 |
|
|
2024
Q4 | $17.1K | Buy |
118
+50
| +74% | +$7.24K | 0.01% | 144 |
|
|
2024
Q3 | $10K | Hold |
68
| – | – | ﹤0.01% | 168 |
|
|
2024
Q2 | $11K | Hold |
68
| – | – | ﹤0.01% | 150 |
|
|
2024
Q1 | $10.7K | Sell |
68
-9
| -12% | -$1.42K | ﹤0.01% | 149 |
|
|
2023
Q4 | $11.5K | Buy |
77
+9
| +13% | +$1.34K | 0.01% | 172 |
|
|
2023
Q3 | $11.5K | Hold |
68
| – | – | 0.01% | 120 |
|
|
2023
Q2 | $10.7K | Sell |
68
-15
| -18% | -$2.36K | 0.01% | 114 |
|
|
2023
Q1 | $13.5K | Buy |
83
+15
| +22% | +$2.45K | 0.01% | 117 |
|
|
2022
Q4 | $12.2K | Sell |
68
-15
| -18% | -$2.69K | 0.01% | 106 |
|
|
2022
Q3 | $12K | Buy |
83
+15
| +22% | +$2.17K | 0.01% | 101 |
|
|
2022
Q2 | $10K | Buy |
+68
| New | +$10K | 0.01% | 108 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$2K | – | 162 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 161 |
|