Abacus Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
1,883
-143
| -7% | -$20.5K | 0.04% | 82 |
|
|
2025
Q1 | $339K | Sell |
2,026
-318
| -14% | -$53.2K | 0.05% | 62 |
|
|
2024
Q4 | $340K | Sell |
2,344
-802
| -25% | -$116K | 0.05% | 56 |
|
|
2024
Q3 | $463K | Sell |
3,146
-577
| -15% | -$85K | 0.07% | 52 |
|
|
2024
Q2 | $582K | Buy |
3,723
+52
| +1% | +$8.13K | 0.1% | 43 |
|
|
2024
Q1 | $579K | Buy |
3,671
+833
| +29% | +$131K | 0.1% | 43 |
|
|
2023
Q4 | $423K | Sell |
2,838
-234
| -8% | -$34.9K | 0.07% | 46 |
|
|
2023
Q3 | $518K | Buy |
3,072
+939
| +44% | +$158K | 0.16% | 42 |
|
|
2023
Q2 | $336K | Buy |
2,133
+68
| +3% | +$10.7K | 0.1% | 61 |
|
|
2023
Q1 | $331K | Buy |
2,065
+76
| +4% | +$12.2K | 0.11% | 59 |
|
|
2022
Q4 | $357K | Sell |
1,989
-465
| -19% | -$83.5K | 0.13% | 44 |
|
|
2022
Q3 | $353K | Sell |
2,454
-10
| -0.4% | -$1.44K | 0.19% | 42 |
|
|
2022
Q2 | $357K | Buy |
2,464
+42
| +2% | +$6.08K | 0.19% | 46 |
|
|
2022
Q1 | $394K | Sell |
2,422
-812
| -25% | -$132K | 0.18% | 48 |
|
|
2021
Q4 | $379K | Buy |
3,234
+160
| +5% | +$18.8K | 0.13% | 66 |
|
|
2021
Q3 | $312K | Buy |
3,074
+5
| +0.2% | +$507 | 0.11% | 74 |
|
|
2021
Q2 | $321K | Buy |
3,069
+71
| +2% | +$7.44K | 0.13% | 69 |
|
|
2021
Q1 | $314K | Buy |
+2,998
| New | +$314K | 0.22% | 63 |
|