AWP
CVX icon

Abacus Wealth Partners’s Chevron CVX Stock Holding History

Abacus Wealth Partners’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 		$372K Buy
2,243
+539
+32% +$100K 0.04% 206
2026
Q1 		$353K Hold
1,704
– – 0.03% 308
2025
Q4 		$260K Sell
1,704
-62
-4% -$9.44K 0.03% 396
2025
Q3 		$274K Sell
1,766
-117
-6% -$18.1K 0.04% 78
2025
Q2 		$270K Sell
1,883
-143
-7% -$20.2K 0.04% 83
2025
Q1 		$339K Sell
2,026
-318
-14% -$49.8K 0.05% 62
2024
Q4 		$340K Sell
2,344
-802
-25% -$123K 0.05% 56
2024
Q3 		$463K Sell
3,146
-577
-15% -$85.9K 0.07% 52
2024
Q2 		$582K Buy
3,723
+52
+1% +$8.29K 0.1% 43
2024
Q1 		$579K Buy
3,671
+833
+29% +$126K 0.1% 43
2023
Q4 		$423K Sell
2,838
-234
-8% -$35.4K 0.07% 46
2023
Q3 		$518K Buy
3,072
+939
+44% +$152K 0.16% 42
2023
Q2 		$336K Buy
2,133
+68
+3% +$10.9K 0.1% 61
2023
Q1 		$331K Buy
2,065
+76
+4% +$12.7K 0.11% 59
2022
Q4 		$357K Sell
1,989
-465
-19% -$81.1K 0.13% 44
2022
Q3 		$353K Sell
2,454
-10
-0.4% -$1.52K 0.19% 42
2022
Q2 		$357K Buy
2,464
+42
+2% +$6.94K 0.19% 46
2022
Q1 		$394K Sell
2,422
-812
-25% -$116K 0.18% 48
2021
Q4 		$379K Buy
3,234
+160
+5% +$18.2K 0.13% 66
2021
Q3 		$312K Buy
3,074
+5
+0.2% +$499 0.11% 74
2021
Q2 		$321K Buy
3,069
+71
+2% +$7.5K 0.13% 69
2021
Q1 		$314K Buy
+2,998
New +$293K 0.22% 63

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Abacus Wealth Partners's CVX Position: Q2 2026 in Review

Abacus Wealth Partners increased its Chevron (CVX) stake by 32% in Q2 2026, buying an estimated $100K and bringing the position to 2,243 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #206.

Abacus Wealth Partners first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $582K in Q2 2024. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Abacus Wealth Partners held 2,243 shares of Chevron worth $372K as of Q2 2026.
  • Abacus Wealth Partners bought 539 Chevron shares in Q2 2026, an estimated $100K.
  • Chevron made up 0.04% of Abacus Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Abacus Wealth Partners first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Abacus Wealth Partners's Chevron position peaked at $582K in Q2 2024.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.