Morton Community Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.89M | Buy |
27,172
+1,045
| +4% | +$150K | 0.97% | 49 |
|
2025
Q1 | $4.37M | Sell |
26,127
-225
| -0.9% | -$37.6K | 1.14% | 22 |
|
2024
Q4 | $3.82M | Buy |
26,352
+395
| +2% | +$57.2K | 1.01% | 37 |
|
2024
Q3 | $3.82M | Buy |
25,957
+458
| +2% | +$67.5K | 1% | 43 |
|
2024
Q2 | $3.99M | Buy |
25,499
+1,089
| +4% | +$170K | 1.13% | 24 |
|
2024
Q1 | $3.85M | Buy |
24,410
+911
| +4% | +$144K | 1.11% | 26 |
|
2023
Q4 | $3.51M | Buy |
+23,499
| New | +$3.51M | 1.15% | 24 |
|