Prosperity Wealth Management’s Chevron CVX Stock Holding History

Prosperity Wealth Management’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
2024 Q3	–	Sell	-1,771	Closed	-$277K	–	202
2024 Q2	$277K	Buy	1,771 +348	+24%	+$55.5K	0.14%	137
2024 Q1	$224K	Buy	+1,423	New	+$215K	0.11%	134
2023 Q1	–	Sell	-25	Closed	-$4.49K	–	136
2022 Q4	$4.49K	Buy	+25	New	+$4.36K	﹤0.01%	136

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's CVX Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,771 shares — an estimated $277K sold.

Prosperity Wealth Management first reported a position in CVX in Q4 2022 and held it in 3 quarters. The position peaked at $277K in Q2 2024. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Prosperity Wealth Management reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Prosperity Wealth Management sold 1,771 Chevron shares in Q3 2024, an estimated $277K.
Prosperity Wealth Management first reported a position in Chevron in Q4 2022 and held it in 3 quarters.
Prosperity Wealth Management's Chevron position peaked at $277K in Q2 2024.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.