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Abound Financial’s Chevron CVX Stock Holding History

Abound Financial’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 		$116K Hold
699
– – 0.05% 84
2026
Q1 		$145K Hold
699
– – 0.06% 70
2025
Q4 		$107K Buy
+699
New +$106K 0.04% 87
2025
Q2 		– Sell
-699
Closed -$117K – 110
2025
Q1 		$117K Buy
+699
New +$109K 0.06% 84

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Abound Financial's CVX Position: Q2 2026 in Review

Abound Financial held its Chevron (CVX) position steady in Q2 2026 at 699 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #84.

Abound Financial first reported a position in CVX in Q1 2025 and has held it in 4 quarters since. The position peaked at $145K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Abound Financial held 699 shares of Chevron worth $116K as of Q2 2026.
  • Abound Financial left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.05% of Abound Financial's portfolio in Q2 2026, its #84 holding.
  • Abound Financial first reported a position in Chevron in Q1 2025 and has held it in 4 quarters since.
  • Abound Financial's Chevron position peaked at $145K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.