APG
CVX icon

Abacus Planning Group’s Chevron CVX Stock Holding History

Abacus Planning Group’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
2021
Q3 		– Sell
-200
Closed -$1K – 195
2021
Q2 		$1K Buy
+200
New +$21.1K ﹤0.01% 195

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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.