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Morton Capital Management’s Chevron CVX Stock Holding History

Morton Capital Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$796K Buy
4,801
+786
+20% +$146K 0.11% 59
2026
Q1 		$831K Buy
4,015
+1,039
+35% +$189K 0.12% 54
2025
Q4 		$454K Sell
2,976
-450
-13% -$68.5K 0.07% 78
2025
Q3 		$532K Sell
3,426
-116
-3% -$18K 0.09% 72
2025
Q2 		$507K Buy
3,542
+137
+4% +$19.3K 0.09% 72
2025
Q1 		$570K Sell
3,405
-147
-4% -$23K 0.11% 63
2024
Q4 		$515K Buy
3,552
+2
+0.1% +$306 0.1% 69
2024
Q3 		$523K Buy
3,550
+202
+6% +$30.1K 0.1% 65
2024
Q2 		$524K Buy
3,348
+79
+2% +$12.6K 0.12% 59
2024
Q1 		$516K Buy
3,269
+126
+4% +$19K 0.14% 62
2023
Q4 		$469K Buy
3,143
+69
+2% +$10.4K 0.14% 61
2023
Q3 		$518K Hold
3,074
– – 0.18% 50
2023
Q2 		$484K Buy
3,074
+200
+7% +$32.1K 0.17% 57
2023
Q1 		$469K Buy
2,874
+217
+8% +$36.4K 0.17% 58
2022
Q4 		$477K Buy
2,657
+48
+2% +$8.38K 0.19% 49
2022
Q3 		$375K Sell
2,609
-154
-6% -$23.5K 0.17% 55
2022
Q2 		$400K Buy
2,763
+118
+4% +$19.5K 0.17% 55
2022
Q1 		$431K Buy
2,645
+268
+11% +$38.4K 0.18% 51
2021
Q4 		$279K Buy
+2,377
New +$270K 0.11% 73

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Morton Capital Management's CVX Position: Q2 2026 in Review

Morton Capital Management increased its Chevron (CVX) stake by 20% in Q2 2026, buying an estimated $146K and bringing the position to 4,801 shares worth $796K. The position accounts for 0.11% of the portfolio, ranked #59.

Morton Capital Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $831K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Morton Capital Management held 4,801 shares of Chevron worth $796K as of Q2 2026.
  • Morton Capital Management bought 786 Chevron shares in Q2 2026, an estimated $146K.
  • Chevron made up 0.11% of Morton Capital Management's portfolio in Q2 2026, its #59 holding.
  • Morton Capital Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Chevron position peaked at $831K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.