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Disclosery

Abundance Wealth Counselors: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on CVX, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 30,903 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,903 shares
    Change vs previous 13F +14,653 shares

    0.33% of the 13F portfolio, value $5,122,353.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,250 shares
    Change vs previous 13F +277 shares

    0.48% of the 13F portfolio, value $3,362,211.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,973 shares
    Change vs previous 13F +23 shares

    0.41% of the 13F portfolio, value $2,434,480.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,950 shares
    Change vs previous 13F -218 shares

    0.42% of the 13F portfolio, value $2,476,872.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,168 shares
    Change vs previous 13F +154 shares

    0.44% of the 13F portfolio, value $2,340,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,014 shares
    Change vs previous 13F +1,049 shares

    0.56% of the 13F portfolio, value $2,662,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,965 shares
    Change vs previous 13F -426 shares

    0.47% of the 13F portfolio, value $2,168,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,391 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,267,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).