Abundance Wealth Counselors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Sell |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $986K | Buy |
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|
2020
Q4 | $734K | Buy |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $644K | Buy |
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