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Thrive Wealth Management’s Chevron CVX Stock Holding History

Thrive 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
2026
Q2 		$1.18M Sell
7,094
-632
-8% -$118K 0.15% 71
2026
Q1 		$1.6M Sell
7,726
-311
-4% -$56.7K 0.24% 50
2025
Q4 		$1.22M Buy
8,037
+147
+2% +$22.4K 0.18% 61
2025
Q3 		$1.23M Sell
7,890
-248
-3% -$38.4K 0.18% 57
2025
Q2 		$1.17M Sell
8,138
-383
-4% -$54K 0.19% 59
2025
Q1 		$1.43M Buy
8,521
+59
+0.7% +$9.24K 0.27% 42
2024
Q4 		$1.23M Sell
8,462
-757
-8% -$116K 0.22% 53
2024
Q3 		$1.36M Buy
9,219
+174
+2% +$25.9K 0.25% 46
2024
Q2 		$1.41M Buy
9,045
+99
+1% +$15.8K 0.28% 44
2024
Q1 		$1.41M Sell
8,946
-49
-0.5% -$7.39K 0.29% 41
2023
Q4 		$1.34M Buy
8,995
+18
+0.2% +$2.72K 0.3% 41
2023
Q3 		$1.51M Buy
8,977
+488
+6% +$78.8K 0.4% 29
2023
Q2 		$1.34M Sell
8,489
-475
-5% -$76.2K 0.35% 36
2023
Q1 		$1.46M Buy
8,964
+347
+4% +$58.2K 0.37% 30
2022
Q4 		$1.55M Buy
8,617
+1,109
+15% +$194K 0.44% 29
2022
Q3 		$1.08M Buy
7,508
+2,465
+49% +$376K 0.38% 36
2022
Q2 		$730K Buy
5,043
+331
+7% +$54.7K 0.25% 44
2022
Q1 		$767K Sell
4,712
-86
-2% -$12.3K 0.23% 50
2021
Q4 		$563K Buy
+4,798
New +$545K 0.19% 62

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Thrive Wealth Management's CVX Position: Q2 2026 in Review

Thrive Wealth Management reduced its Chevron (CVX) stake by 8.2% in Q2 2026, selling an estimated $118K and leaving 7,094 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #71.

Thrive Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q1 2026. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Thrive Wealth Management held 7,094 shares of Chevron worth $1.18M as of Q2 2026.
  • Thrive Wealth Management sold 632 Chevron shares in Q2 2026, an estimated $118K.
  • Chevron made up 0.15% of Thrive Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Thrive Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Chevron position peaked at $1.6M in Q1 2026.
  • 2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.