Abacus Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Sell |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $579K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $314K | Buy |
|