Thrive Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
8,138
-383
| -4% | -$54.8K | 0.19% | 59 |
|
|
2025
Q1 | $1.43M | Buy |
8,521
+59
| +0.7% | +$9.87K | 0.27% | 42 |
|
|
2024
Q4 | $1.23M | Sell |
8,462
-757
| -8% | -$110K | 0.22% | 53 |
|
|
2024
Q3 | $1.36M | Buy |
9,219
+174
| +2% | +$25.6K | 0.25% | 46 |
|
|
2024
Q2 | $1.41M | Buy |
9,045
+99
| +1% | +$15.5K | 0.28% | 44 |
|
|
2024
Q1 | $1.41M | Sell |
8,946
-49
| -0.5% | -$7.73K | 0.29% | 41 |
|
|
2023
Q4 | $1.34M | Buy |
8,995
+18
| +0.2% | +$2.69K | 0.3% | 41 |
|
|
2023
Q3 | $1.51M | Buy |
8,977
+488
| +6% | +$82.3K | 0.4% | 29 |
|
|
2023
Q2 | $1.34M | Sell |
8,489
-475
| -5% | -$74.7K | 0.35% | 36 |
|
|
2023
Q1 | $1.46M | Buy |
8,964
+347
| +4% | +$56.6K | 0.37% | 30 |
|
|
2022
Q4 | $1.55M | Buy |
8,617
+1,109
| +15% | +$199K | 0.44% | 29 |
|
|
2022
Q3 | $1.08M | Buy |
7,508
+2,465
| +49% | +$354K | 0.38% | 36 |
|
|
2022
Q2 | $730K | Buy |
5,043
+331
| +7% | +$47.9K | 0.25% | 44 |
|
|
2022
Q1 | $767K | Sell |
4,712
-86
| -2% | -$14K | 0.23% | 50 |
|
|
2021
Q4 | $563K | Buy |
+4,798
| New | +$563K | 0.19% | 62 |
|