Abound Wealth Management

Position in CVX — Chevron Corp

CIK 1950323 FRANKLIN, TN

Position in CVX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$200,735

-$69,890 QoQ

Shares Held

1,211

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#3,858

of 4,105 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Abound Wealth Management holds $588,126 across 10 Oil & Gas Integrated names. CVX ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	2,525	$345,218
2	CVX	Chevron Corp This page	1,211	$200,735
3	SHEL	Shell plc	345	$26,751
4	SU	Suncor Energy Inc	113	$6,065
5	TTE	TotalEnergies SE	60	$4,665
6	IMO	Imperial Oil Ltd	25	$2,800
7	E	Eni Spa	12	$562
8	BP	Bp PLC	15	$554

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,735	1,211	-7.4%	Shares	Sole	2026-07-10
2026-03-31	$270,625	1,308	+52.3%	Shares	Sole	2026-04-10
2025-12-31	$130,920	859	-2.5%	Shares	Sole	2026-01-12
2025-09-30	$136,810	881	+25.1%	Shares	Sole	2025-10-10
2025-06-30	$100,805	704	+15.4%	Shares	Sole	2025-07-14
2025-03-31	$102,046	610	-17.0%	Shares	Sole	2025-04-17
2024-12-31	$106,457	735	-22.5%	Shares	Sole	2025-01-13
2024-09-30	$139,611	948	+17.9%	Shares	Sole	2024-11-04
2024-06-30	$125,761	804	-1.6%	Shares	Sole	2024-08-09
2024-03-31	$128,873	817	-32.7%	Shares	Sole	2024-08-08
2023-12-31	$181,080	1,214	+24.1%	Shares	Sole	2024-08-08
2023-09-30	$164,910	978	-0.4%	Shares	Sole	2024-08-08
2023-06-30	$154,517	982	+17.3%	Shares	Sole	2024-08-08
2023-03-31	$136,564	837	+49.5%	Shares	Sole	2024-08-07
2022-12-31	$100,514	560	+8.5%	Shares	Sole	2024-08-07
2022-09-30	$74,133	516	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.