Abbot Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Buy |
7,494
+40
| +0.5% | +$7.29K | 0.65% | 43 |
|
|
2025
Q4 | $1.14M | Buy |
7,454
+200
| +3% | +$30.5K | 0.47% | 58 |
|
|
2025
Q3 | $1.13M | Buy |
7,254
+462
| +7% | +$71.6K | 0.48% | 57 |
|
|
2025
Q2 | $973K | Sell |
6,792
-29
| -0.4% | -$4.09K | 0.45% | 63 |
|
|
2025
Q1 | $1.14M | Buy |
6,821
+5
| +0.1% | +$783 | 0.59% | 50 |
|
|
2024
Q4 | $987K | Sell |
6,816
-125
| -2% | -$19.1K | 0.49% | 54 |
|
|
2024
Q3 | $1.02M | Buy |
6,941
+10
| +0.1% | +$1.49K | 0.51% | 51 |
|
|
2024
Q2 | $1.08M | Sell |
6,931
-10
| -0.1% | -$1.59K | 0.58% | 43 |
|
|
2024
Q1 | $1.09M | Hold |
6,941
| – | – | 0.6% | 47 |
|
|
2023
Q4 | $1.04M | Buy |
6,941
+270
| +4% | +$40.8K | 0.62% | 48 |
|
|
2023
Q3 | $1.12M | Buy |
6,671
+25
| +0.4% | +$4.04K | 0.76% | 41 |
|
|
2023
Q2 | $1.05M | Sell |
6,646
-92
| -1% | -$14.8K | 0.67% | 45 |
|
|
2023
Q1 | $1.1M | Sell |
6,738
-300
| -4% | -$50.3K | 0.74% | 44 |
|
|
2022
Q4 | $1.26M | Buy |
7,038
+15
| +0.2% | +$2.62K | 0.86% | 39 |
|
|
2022
Q3 | $1.01M | Buy |
7,023
+185
| +3% | +$28.2K | 0.72% | 43 |
|
|
2022
Q2 | $990K | Buy |
6,838
+200
| +3% | +$33.1K | 0.6% | 50 |
|
|
2022
Q1 | $1.08M | Sell |
6,638
-300
| -4% | -$43K | 0.53% | 52 |
|
|
2021
Q4 | $814K | Sell |
6,938
-324
| -4% | -$36.8K | 0.36% | 70 |
|
|
2021
Q3 | $737K | Sell |
7,262
-300
| -4% | -$29.9K | 0.34% | 71 |
|
|
2021
Q2 | $792K | Sell |
7,562
-224
| -3% | -$23.6K | 0.35% | 68 |
|
|
2021
Q1 | $816K | Buy |
7,786
+100
| +1% | +$9.77K | 0.37% | 68 |
|
|
2020
Q4 | $649K | Sell |
7,686
-183
| -2% | -$14.8K | 0.37% | 68 |
|
|
2020
Q3 | $567K | Sell |
7,869
-52
| -0.7% | -$4.37K | 0.37% | 69 |
|
|
2020
Q2 | $707K | Sell |
7,921
-420
| -5% | -$37.6K | 0.49% | 58 |
|
|
2020
Q1 | $604K | Buy |
8,341
+75
| +0.9% | +$7.41K | 0.49% | 60 |
|
|
2019
Q4 | $996K | Sell |
8,266
-100
| -1% | -$11.8K | 0.63% | 55 |
|
|
2019
Q3 | $992K | Sell |
8,366
-280
| -3% | -$34K | 0.71% | 46 |
|
|
2019
Q2 | $1.08M | Sell |
8,646
-485
| -5% | -$58.6K | 0.78% | 41 |
|
|
2019
Q1 | $1.13M | Buy |
9,131
+249
| +3% | +$29.5K | 0.87% | 38 |
|
|
2018
Q4 | $966K | Sell |
8,882
-177
| -2% | -$20.5K | 0.85% | 40 |
|
|
2018
Q3 | $1.11M | Buy |
9,059
+421
| +5% | +$51.1K | 0.82% | 41 |
|
|
2018
Q2 | $1.09M | Sell |
8,638
-546
| -6% | -$67.8K | 0.87% | 43 |
|
|
2018
Q1 | $1.05M | Sell |
9,184
-23
| -0.2% | -$2.75K | 0.84% | 44 |
|
|
2017
Q4 | $1.15M | Sell |
9,207
-43
| -0.5% | -$5.1K | 0.92% | 39 |
|
|
2017
Q3 | $1.1M | Sell |
9,250
-155
| -2% | -$16.9K | 0.92% | 43 |
|
|
2017
Q2 | $981K | Buy |
+9,405
| New | +$996K | 0.88% | 41 |
|
Other funds holding CVX
VCM
VPM
Abbot Financial Management's CVX Position: Q1 2026 in Review
Abbot Financial Management increased its Chevron (CVX) stake by 0.54% in Q1 2026, buying an estimated $7.29K and bringing the position to 7,494 shares worth $1.55M. The position accounts for 0.65% of the portfolio, ranked #43.
Abbot Financial Management first reported a position in CVX in Q2 2017 and has held it in 36 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Abbot Financial Management held 7,494 shares of Chevron worth $1.55M as of Q1 2026.
- Abbot Financial Management bought 40 Chevron shares in Q1 2026, an estimated $7.29K.
- Chevron made up 0.65% of Abbot Financial Management's portfolio in Q1 2026, its #43 holding.
- Abbot Financial Management first reported a position in Chevron in Q2 2017 and has held it in 36 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.