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Abundance Wealth Counselors’s Chevron CVX Stock Holding History

Abundance Wealth Counselors’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
Q1 		$3.36M Buy
16,250
+277
+2% +$50.5K 0.48% 29
2025
Q4 		$2.43M Buy
15,973
+23
+0.1% +$3.5K 0.41% 36
2025
Q3 		$2.48M Sell
15,950
-218
-1% -$33.8K 0.42% 36
2025
Q2 		$2.34M Buy
16,168
+154
+1% +$21.7K 0.44% 36
2025
Q1 		$2.66M Buy
16,014
+1,049
+7% +$164K 0.56% 33
2024
Q4 		$2.17M Sell
14,965
-426
-3% -$65.2K 0.47% 33
2024
Q3 		$2.27M Buy
+15,391
New +$2.29M 0.47% 30
2024
Q2 		– Sell
-14,415
Closed -$2.27M – 81
2024
Q1 		$2.27M Buy
14,415
+450
+3% +$67.9K 0.52% 30
2023
Q4 		$2.08M Buy
13,965
+1,820
+15% +$275K 0.54% 30
2023
Q3 		$2.05M Buy
+12,145
New +$1.96M 0.58% 27
2023
Q2 		– Sell
-14,246
Closed -$2.32M – 81
2023
Q1 		$2.32M Sell
14,246
-4
-0% -$671 0.59% 22
2022
Q4 		$2.56M Buy
14,250
+181
+1% +$31.6K 0.7% 20
2022
Q3 		$2.02M Sell
14,069
-149
-1% -$22.7K 0.58% 21
2022
Q2 		$2.06M Buy
14,218
+20
+0.1% +$3.31K 0.56% 23
2022
Q1 		$2.31M Buy
14,198
+738
+5% +$106K 0.63% 20
2021
Q4 		$1.58M Buy
+13,460
New +$1.53M 0.41% 39
2021
Q3 		– Sell
-14,797
Closed -$1.55M – 58
2021
Q2 		$1.55M Buy
14,797
+5,392
+57% +$569K 0.4% 29
2021
Q1 		$986K Buy
9,405
+719
+8% +$70.2K 0.25% 44
2020
Q4 		$734K Buy
8,686
+337
+4% +$27.3K 0.18% 54
2020
Q3 		$601K Buy
8,349
+1,128
+16% +$94.9K 0.17% 58
2020
Q2 		$644K Buy
+7,221
New +$646K 0.2% 44

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Abundance Wealth Counselors's CVX Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Chevron (CVX) stake by 1.7% in Q1 2026, buying an estimated $50.5K and bringing the position to 16,250 shares worth $3.36M. The position accounts for 0.48% of the portfolio, ranked #29.

Abundance Wealth Counselors first reported a position in CVX in Q2 2020 and has held it in 21 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Abundance Wealth Counselors held 16,250 shares of Chevron worth $3.36M as of Q1 2026.
  • Abundance Wealth Counselors bought 277 Chevron shares in Q1 2026, an estimated $50.5K.
  • Chevron made up 0.48% of Abundance Wealth Counselors's portfolio in Q1 2026, its #29 holding.
  • Abundance Wealth Counselors first reported a position in Chevron in Q2 2020 and has held it in 21 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.