Abound Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
704
+94
| +15% | +$13.5K | 0.03% | 126 |
|
|
2025
Q1 | $102K | Sell |
610
-125
| -17% | -$20.9K | 0.03% | 112 |
|
|
2024
Q4 | $106K | Sell |
735
-213
| -22% | -$30.8K | 0.03% | 102 |
|
|
2024
Q3 | $140K | Buy |
948
+144
| +18% | +$21.2K | 0.05% | 80 |
|
|
2024
Q2 | $126K | Sell |
804
-13
| -2% | -$2.03K | 0.05% | 76 |
|
|
2024
Q1 | $129K | Sell |
817
-397
| -33% | -$62.6K | 0.05% | 75 |
|
|
2023
Q4 | $181K | Buy |
1,214
+236
| +24% | +$35.2K | 0.07% | 62 |
|
|
2023
Q3 | $165K | Sell |
978
-4
| -0.4% | -$675 | 0.07% | 60 |
|
|
2023
Q2 | $155K | Buy |
982
+145
| +17% | +$22.8K | 0.06% | 62 |
|
|
2023
Q1 | $136K | Buy |
837
+277
| +49% | +$45.2K | 0.06% | 60 |
|
|
2022
Q4 | $101K | Buy |
560
+44
| +9% | +$7.9K | 0.05% | 66 |
|
|
2022
Q3 | $74.2K | Buy |
+516
| New | +$74.2K | 0.04% | 80 |
|