Thrive Capital Management (Pennsylvania)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Sell |
1,490
-135
| -8% | -$19.3K | 0.07% | 166 |
|
2025
Q1 | $272K | Buy |
+1,625
| New | +$272K | 0.16% | 101 |
|
2024
Q4 | – | Sell |
-2,092
| Closed | -$308K | – | 114 |
|
2024
Q3 | $308K | Sell |
2,092
-320
| -13% | -$47.1K | 0.15% | 150 |
|
2024
Q2 | $377K | Buy |
2,412
+485
| +25% | +$75.8K | 0.17% | 143 |
|
2024
Q1 | $304K | Sell |
1,927
-720
| -27% | -$114K | 0.16% | 79 |
|
2023
Q4 | $395K | Sell |
2,647
-198
| -7% | -$29.5K | 0.21% | 79 |
|
2023
Q3 | $480K | Buy |
2,845
+880
| +45% | +$148K | 0.27% | 62 |
|
2023
Q2 | $309K | Buy |
+1,965
| New | +$309K | 0.18% | 93 |
|
2022
Q4 | – | Sell |
-1,889
| Closed | -$271K | – | 117 |
|
2022
Q3 | $271K | Buy |
1,889
+413
| +28% | +$59.3K | 0.18% | 89 |
|
2022
Q2 | $214K | Sell |
1,476
-538
| -27% | -$78K | 0.15% | 95 |
|
2022
Q1 | $328K | Sell |
2,014
-4,827
| -71% | -$786K | 0.2% | 70 |
|
2021
Q4 | $803K | Sell |
6,841
-5,243
| -43% | -$615K | 0.52% | 46 |
|
2021
Q3 | $1.23M | Buy |
12,084
+1,743
| +17% | +$177K | 0.91% | 37 |
|
2021
Q2 | $1.08M | Buy |
+10,341
| New | +$1.08M | 0.84% | 37 |
|