Abundance Wealth Counselors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
16,168
+154
| +1% | +$22.3K | 0.44% | 36 |
|
|
2025
Q1 | $2.66M | Buy |
16,014
+1,049
| +7% | +$174K | 0.56% | 33 |
|
|
2024
Q4 | $2.17M | Sell |
14,965
-426
| -3% | -$61.7K | 0.47% | 33 |
|
|
2024
Q3 | $2.27M | Buy |
+15,391
| New | +$2.27M | 0.47% | 30 |
|
|
2024
Q2 | – | Sell |
-14,415
| Closed | -$2.27M | – | 81 |
|
|
2024
Q1 | $2.27M | Buy |
14,415
+450
| +3% | +$71K | 0.52% | 30 |
|
|
2023
Q4 | $2.08M | Buy |
13,965
+1,820
| +15% | +$271K | 0.54% | 30 |
|
|
2023
Q3 | $2.05M | Buy |
+12,145
| New | +$2.05M | 0.58% | 27 |
|
|
2023
Q2 | – | Sell |
-14,246
| Closed | -$2.32M | – | 81 |
|
|
2023
Q1 | $2.32M | Sell |
14,246
-4
| -0% | -$653 | 0.59% | 22 |
|
|
2022
Q4 | $2.56M | Buy |
14,250
+181
| +1% | +$32.5K | 0.7% | 20 |
|
|
2022
Q3 | $2.02M | Sell |
14,069
-149
| -1% | -$21.4K | 0.58% | 21 |
|
|
2022
Q2 | $2.06M | Buy |
14,218
+20
| +0.1% | +$2.9K | 0.56% | 23 |
|
|
2022
Q1 | $2.31M | Buy |
14,198
+738
| +5% | +$120K | 0.63% | 20 |
|
|
2021
Q4 | $1.58M | Buy |
+13,460
| New | +$1.58M | 0.41% | 39 |
|
|
2021
Q3 | – | Sell |
-14,797
| Closed | -$1.55M | – | 58 |
|
|
2021
Q2 | $1.55M | Buy |
14,797
+5,392
| +57% | +$565K | 0.4% | 29 |
|
|
2021
Q1 | $986K | Buy |
9,405
+719
| +8% | +$75.4K | 0.25% | 44 |
|
|
2020
Q4 | $734K | Buy |
8,686
+337
| +4% | +$28.5K | 0.18% | 54 |
|
|
2020
Q3 | $601K | Buy |
8,349
+1,128
| +16% | +$81.2K | 0.17% | 58 |
|
|
2020
Q2 | $644K | Buy |
+7,221
| New | +$644K | 0.2% | 44 |
|