Morton Community Bank’s Chevron CVX Stock Holding History

Morton Community Bank’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	$4.79M	Buy	28,888 +308	+1%	+$57.3K	0.98%	42
2026 Q1	$5.91M	Sell	28,580 -352	-1%	-$64.2K	1.29%	12
2025 Q4	$5.12M	Buy	28,932 +284	+1%	+$43.3K	1.11%	28
2025 Q3	$4.52M	Buy	28,648 +1,476	+5%	+$229K	1.05%	35
2025 Q2	$3.89M	Buy	27,172 +1,045	+4%	+$147K	0.97%	49
2025 Q1	$4.37M	Sell	26,127 -225	-0.9%	-$35.2K	1.14%	22
2024 Q4	$3.82M	Buy	26,352 +395	+2%	+$60.5K	1.01%	37
2024 Q3	$3.82M	Buy	25,957 +458	+2%	+$68.2K	1%	43
2024 Q2	$3.99M	Buy	25,499 +1,089	+4%	+$174K	1.13%	24
2024 Q1	$3.85M	Buy	24,410 +911	+4%	+$137K	1.11%	26
2023 Q4	$3.51M	Buy	+23,499	New	+$3.55M	1.15%	24

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morton Community Bank's CVX Position: Q2 2026 in Review

Morton Community Bank increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $57.3K and bringing the position to 28,888 shares worth $4.79M. The position accounts for 0.98% of the portfolio, ranked #42.

Morton Community Bank first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.91M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Morton Community Bank held 28,888 shares of Chevron worth $4.79M as of Q2 2026.
Morton Community Bank bought 308 Chevron shares in Q2 2026, an estimated $57.3K.
Chevron made up 0.98% of Morton Community Bank's portfolio in Q2 2026, its #42 holding.
Morton Community Bank first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Morton Community Bank's Chevron position peaked at $5.91M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.