Morton Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
3,542
+137
| +4% | +$19.6K | 0.09% | 72 |
|
|
2025
Q1 | $570K | Sell |
3,405
-147
| -4% | -$24.6K | 0.11% | 63 |
|
|
2024
Q4 | $515K | Buy |
3,552
+2
| +0.1% | +$290 | 0.1% | 68 |
|
|
2024
Q3 | $523K | Buy |
3,550
+202
| +6% | +$29.7K | 0.1% | 65 |
|
|
2024
Q2 | $524K | Buy |
3,348
+79
| +2% | +$12.4K | 0.12% | 59 |
|
|
2024
Q1 | $516K | Buy |
3,269
+126
| +4% | +$19.9K | 0.14% | 62 |
|
|
2023
Q4 | $469K | Buy |
3,143
+69
| +2% | +$10.3K | 0.14% | 61 |
|
|
2023
Q3 | $518K | Hold |
3,074
| – | – | 0.18% | 50 |
|
|
2023
Q2 | $484K | Buy |
3,074
+200
| +7% | +$31.5K | 0.17% | 57 |
|
|
2023
Q1 | $469K | Buy |
2,874
+217
| +8% | +$35.4K | 0.17% | 58 |
|
|
2022
Q4 | $477K | Buy |
2,657
+48
| +2% | +$8.61K | 0.19% | 49 |
|
|
2022
Q3 | $375K | Sell |
2,609
-154
| -6% | -$22.1K | 0.17% | 55 |
|
|
2022
Q2 | $400K | Buy |
2,763
+118
| +4% | +$17.1K | 0.17% | 55 |
|
|
2022
Q1 | $431K | Buy |
2,645
+268
| +11% | +$43.6K | 0.18% | 51 |
|
|
2021
Q4 | $279K | Buy |
+2,377
| New | +$279K | 0.11% | 71 |
|