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Abound Wealth Management’s Chevron CVX Stock Holding History

Abound Wealth Management’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 		$201K Sell
1,211
-97
-7% -$18.1K 0.04% 100
2026
Q1 		$271K Buy
1,308
+449
+52% +$81.9K 0.06% 76
2025
Q4 		$131K Sell
859
-22
-2% -$3.35K 0.03% 116
2025
Q3 		$137K Buy
881
+177
+25% +$27.4K 0.03% 101
2025
Q2 		$101K Buy
704
+94
+15% +$13.3K 0.03% 126
2025
Q1 		$102K Sell
610
-125
-17% -$19.6K 0.03% 112
2024
Q4 		$106K Sell
735
-213
-22% -$32.6K 0.03% 102
2024
Q3 		$140K Buy
948
+144
+18% +$21.4K 0.05% 80
2024
Q2 		$126K Sell
804
-13
-2% -$2.07K 0.05% 76
2024
Q1 		$129K Sell
817
-397
-33% -$59.9K 0.05% 75
2023
Q4 		$181K Buy
1,214
+236
+24% +$35.7K 0.07% 62
2023
Q3 		$165K Sell
978
-4
-0.4% -$646 0.07% 60
2023
Q2 		$155K Buy
982
+145
+17% +$23.2K 0.06% 62
2023
Q1 		$136K Buy
837
+277
+49% +$46.4K 0.06% 60
2022
Q4 		$101K Buy
560
+44
+9% +$7.68K 0.05% 66
2022
Q3 		$74.2K Buy
+516
New +$78.7K 0.04% 80

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Abound Wealth Management's CVX Position: Q2 2026 in Review

Abound Wealth Management reduced its Chevron (CVX) stake by 7.4% in Q2 2026, selling an estimated $18.1K and leaving 1,211 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #100.

Abound Wealth Management first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $271K in Q1 2026. 2,392 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Abound Wealth Management held 1,211 shares of Chevron worth $201K as of Q2 2026.
  • Abound Wealth Management sold 97 Chevron shares in Q2 2026, an estimated $18.1K.
  • Chevron made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Abound Wealth Management first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Chevron position peaked at $271K in Q1 2026.
  • 2,392 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.