Abacus Planning Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $590K | Sell |
3,560
-336
| -9% | -$62.5K | 0.07% | 131 |
|
|
2026
Q1 | $806K | Sell |
3,896
-205
| -5% | -$37.4K | 0.11% | 99 |
|
|
2025
Q4 | $625K | Buy |
4,101
+499
| +14% | +$76K | 0.08% | 110 |
|
|
2025
Q3 | $559K | Sell |
3,602
-9
| -0.2% | -$1.39K | 0.08% | 116 |
|
|
2025
Q2 | $517K | Sell |
3,611
-118
| -3% | -$16.6K | 0.08% | 121 |
|
|
2025
Q1 | $624K | Sell |
3,729
-1,343
| -26% | -$210K | 0.11% | 96 |
|
|
2024
Q4 | $735K | Sell |
5,072
-573
| -10% | -$87.7K | 0.13% | 87 |
|
|
2024
Q3 | $831K | Sell |
5,645
-89
| -2% | -$13.2K | 0.15% | 82 |
|
|
2024
Q2 | $897K | Sell |
5,734
-125
| -2% | -$19.9K | 0.17% | 79 |
|
|
2024
Q1 | $924K | Sell |
5,859
-1,681
| -22% | -$254K | 0.18% | 76 |
|
|
2023
Q4 | $1.12M | Sell |
7,540
-1,171
| -13% | -$177K | 0.24% | 61 |
|
|
2023
Q3 | $1.47M | Buy |
8,711
+3,548
| +69% | +$573K | 0.36% | 40 |
|
|
2023
Q2 | $812K | Buy |
5,163
+87
| +2% | +$13.9K | 0.2% | 78 |
|
|
2023
Q1 | $828K | Sell |
5,076
-141
| -3% | -$23.6K | 0.21% | 76 |
|
|
2022
Q4 | $936K | Sell |
5,217
-359
| -6% | -$62.6K | 0.26% | 62 |
|
|
2022
Q3 | $801K | Buy |
5,576
+120
| +2% | +$18.3K | 0.24% | 66 |
|
|
2022
Q2 | $790K | Buy |
5,456
+789
| +17% | +$130K | 0.23% | 75 |
|
|
2022
Q1 | $760K | Sell |
4,667
-284
| -6% | -$40.7K | 0.2% | 85 |
|
|
2021
Q4 | $581K | Buy |
4,951
+206
| +4% | +$23.4K | 0.16% | 100 |
|
|
2021
Q3 | $481K | Sell |
4,745
-246
| -5% | -$24.5K | 0.15% | 100 |
|
|
2021
Q2 | $523K | Sell |
4,991
-150
| -3% | -$15.8K | 0.16% | 98 |
|
|
2021
Q1 | $539K | Buy |
5,141
+2,750
| +115% | +$269K | 0.17% | 94 |
|
|
2020
Q4 | $202K | Sell |
2,391
-1,648
| -41% | -$133K | 0.06% | 167 |
|
|
2020
Q3 | $291K | Buy |
4,039
+256
| +7% | +$21.5K | 0.11% | 120 |
|
|
2020
Q2 | $338K | Buy |
3,783
+480
| +15% | +$43K | 0.14% | 103 |
|
|
2020
Q1 | $239K | Sell |
3,303
-1,616
| -33% | -$160K | 0.12% | 121 |
|
|
2019
Q4 | $593K | Sell |
4,919
-174
| -3% | -$20.5K | 0.27% | 74 |
|
|
2019
Q3 | $604K | Sell |
5,093
-819
| -14% | -$99.5K | 0.3% | 67 |
|
|
2019
Q2 | $736K | Buy |
5,912
+403
| +7% | +$48.7K | 0.44% | 49 |
|
|
2019
Q1 | $679K | Buy |
5,509
+993
| +22% | +$117K | 0.42% | 59 |
|
|
2018
Q4 | $491K | Sell |
4,516
-1,505
| -25% | -$174K | 0.37% | 68 |
|
|
2018
Q3 | $736K | Sell |
6,021
-2,520
| -30% | -$306K | 0.49% | 47 |
|
|
2018
Q2 | $1.08M | Buy |
8,541
+328
| +4% | +$40.7K | 0.81% | 27 |
|
|
2018
Q1 | $937K | Buy |
8,213
+332
| +4% | +$39.7K | 0.76% | 31 |
|
|
2017
Q4 | $987K | Buy |
+7,881
| New | +$935K | 1% | 23 |
|
Other funds holding CVX
AACR
Abacus Planning Group's CVX Position: Q2 2026 in Review
Abacus Planning Group reduced its Chevron (CVX) stake by 8.6% in Q2 2026, selling an estimated $62.5K and leaving 3,560 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #131.
Abacus Planning Group first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.47M in Q3 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Abacus Planning Group held 3,560 shares of Chevron worth $590K as of Q2 2026.
- Abacus Planning Group sold 336 Chevron shares in Q2 2026, an estimated $62.5K.
- Chevron made up 0.07% of Abacus Planning Group's portfolio in Q2 2026, its #131 holding.
- Abacus Planning Group first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- Abacus Planning Group's Chevron position peaked at $1.47M in Q3 2023.
- 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.