Morton Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Sell |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $515K | Buy |
|
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $279K | Buy |
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