Abbot Financial Management’s Chevron CVX Stock Holding History

Abbot Financial Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$973K	Sell	6,792 -29	-0.4%	-$4.15K	0.45%	63
2025 Q1	$1.14M	Buy	6,821 +5	+0.1%	+$836	0.59%	50
2024 Q4	$987K	Sell	6,816 -125	-2%	-$18.1K	0.49%	54
2024 Q3	$1.02M	Buy	6,941 +10	+0.1%	+$1.47K	0.51%	51
2024 Q2	$1.08M	Sell	6,931 -10	-0.1%	-$1.56K	0.58%	43
2024 Q1	$1.09M	Hold	6,941	–	–	0.6%	47
2023 Q4	$1.04M	Buy	6,941 +270	+4%	+$40.3K	0.62%	48
2023 Q3	$1.12M	Buy	6,671 +25	+0.4%	+$4.22K	0.76%	41
2023 Q2	$1.05M	Sell	6,646 -92	-1%	-$14.5K	0.67%	45
2023 Q1	$1.1M	Sell	6,738 -300	-4%	-$48.9K	0.74%	44
2022 Q4	$1.26M	Buy	7,038 +15	+0.2%	+$2.69K	0.86%	39
2022 Q3	$1.01M	Buy	7,023 +185	+3%	+$26.6K	0.72%	43
2022 Q2	$990K	Buy	6,838 +200	+3%	+$29K	0.6%	50
2022 Q1	$1.08M	Sell	6,638 -300	-4%	-$48.9K	0.53%	52
2021 Q4	$814K	Sell	6,938 -324	-4%	-$38K	0.36%	70
2021 Q3	$737K	Sell	7,262 -300	-4%	-$30.4K	0.34%	71
2021 Q2	$792K	Sell	7,562 -224	-3%	-$23.5K	0.35%	68
2021 Q1	$816K	Buy	7,786 +100	+1%	+$10.5K	0.37%	68
2020 Q4	$649K	Sell	7,686 -183	-2%	-$15.5K	0.37%	68
2020 Q3	$567K	Sell	7,869 -52	-0.7%	-$3.75K	0.37%	69
2020 Q2	$707K	Sell	7,921 -420	-5%	-$37.5K	0.49%	58
2020 Q1	$604K	Buy	8,341 +75	+0.9%	+$5.43K	0.49%	60
2019 Q4	$996K	Sell	8,266 -100	-1%	-$12K	0.63%	55
2019 Q3	$992K	Sell	8,366 -280	-3%	-$33.2K	0.71%	46
2019 Q2	$1.08M	Sell	8,646 -485	-5%	-$60.4K	0.78%	41
2019 Q1	$1.13M	Buy	9,131 +249	+3%	+$30.7K	0.87%	38
2018 Q4	$966K	Sell	8,882 -177	-2%	-$19.3K	0.85%	40
2018 Q3	$1.11M	Buy	9,059 +421	+5%	+$51.5K	0.82%	41
2018 Q2	$1.09M	Sell	8,638 -546	-6%	-$69K	0.87%	43
2018 Q1	$1.05M	Sell	9,184 -23	-0.2%	-$2.62K	0.84%	44
2017 Q4	$1.15M	Sell	9,207 -43	-0.5%	-$5.39K	0.92%	39
2017 Q3	$1.1M	Sell	9,250 -155	-2%	-$18.5K	0.92%	43
2017 Q2	$981K	Buy	+9,405	New	+$981K	0.88%	41