Abacus Planning Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
3,611
-118
| -3% | -$16.9K | 0.08% | 121 |
|
|
2025
Q1 | $624K | Sell |
3,729
-1,343
| -26% | -$225K | 0.11% | 96 |
|
|
2024
Q4 | $735K | Sell |
5,072
-573
| -10% | -$83K | 0.13% | 87 |
|
|
2024
Q3 | $831K | Sell |
5,645
-89
| -2% | -$13.1K | 0.15% | 82 |
|
|
2024
Q2 | $897K | Sell |
5,734
-125
| -2% | -$19.6K | 0.17% | 79 |
|
|
2024
Q1 | $924K | Sell |
5,859
-1,681
| -22% | -$265K | 0.18% | 76 |
|
|
2023
Q4 | $1.12M | Sell |
7,540
-1,171
| -13% | -$175K | 0.24% | 61 |
|
|
2023
Q3 | $1.47M | Buy |
8,711
+3,548
| +69% | +$598K | 0.36% | 40 |
|
|
2023
Q2 | $812K | Buy |
5,163
+87
| +2% | +$13.7K | 0.2% | 78 |
|
|
2023
Q1 | $828K | Sell |
5,076
-141
| -3% | -$23K | 0.21% | 76 |
|
|
2022
Q4 | $936K | Sell |
5,217
-359
| -6% | -$64.4K | 0.26% | 62 |
|
|
2022
Q3 | $801K | Buy |
5,576
+120
| +2% | +$17.2K | 0.24% | 66 |
|
|
2022
Q2 | $790K | Buy |
5,456
+789
| +17% | +$114K | 0.23% | 75 |
|
|
2022
Q1 | $760K | Sell |
4,667
-284
| -6% | -$46.2K | 0.2% | 85 |
|
|
2021
Q4 | $581K | Buy |
4,951
+206
| +4% | +$24.2K | 0.16% | 100 |
|
|
2021
Q3 | $481K | Sell |
4,745
-246
| -5% | -$24.9K | 0.15% | 100 |
|
|
2021
Q2 | $523K | Sell |
4,991
-150
| -3% | -$15.7K | 0.16% | 98 |
|
|
2021
Q1 | $539K | Buy |
5,141
+2,750
| +115% | +$288K | 0.17% | 94 |
|
|
2020
Q4 | $202K | Sell |
2,391
-1,648
| -41% | -$139K | 0.06% | 167 |
|
|
2020
Q3 | $291K | Buy |
4,039
+256
| +7% | +$18.4K | 0.11% | 120 |
|
|
2020
Q2 | $338K | Buy |
3,783
+480
| +15% | +$42.9K | 0.14% | 103 |
|
|
2020
Q1 | $239K | Sell |
3,303
-1,616
| -33% | -$117K | 0.12% | 121 |
|
|
2019
Q4 | $593K | Sell |
4,919
-174
| -3% | -$21K | 0.27% | 74 |
|
|
2019
Q3 | $604K | Sell |
5,093
-819
| -14% | -$97.1K | 0.3% | 67 |
|
|
2019
Q2 | $736K | Buy |
5,912
+403
| +7% | +$50.2K | 0.44% | 49 |
|
|
2019
Q1 | $679K | Buy |
5,509
+993
| +22% | +$122K | 0.42% | 59 |
|
|
2018
Q4 | $491K | Sell |
4,516
-1,505
| -25% | -$164K | 0.37% | 68 |
|
|
2018
Q3 | $736K | Sell |
6,021
-2,520
| -30% | -$308K | 0.49% | 47 |
|
|
2018
Q2 | $1.08M | Buy |
8,541
+328
| +4% | +$41.4K | 0.81% | 27 |
|
|
2018
Q1 | $937K | Buy |
8,213
+332
| +4% | +$37.9K | 0.76% | 31 |
|
|
2017
Q4 | $987K | Buy |
+7,881
| New | +$987K | 1% | 23 |
|