Prestige Wealth Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $261K | Sell |
1,572
-200
| -11% | -$37.2K | 0.05% | 150 |
|
|
2026
Q1 | $367K | Buy |
1,772
+85
| +5% | +$15.5K | 0.07% | 124 |
|
|
2025
Q4 | $257K | Buy |
1,687
+107
| +7% | +$16.3K | 0.05% | 148 |
|
|
2025
Q3 | $245K | Buy |
1,580
+857
| +119% | +$133K | 0.05% | 159 |
|
|
2025
Q2 | $104K | Sell |
723
-13
| -2% | -$1.83K | 0.02% | 203 |
|
|
2025
Q1 | $123K | Sell |
736
-6
| -0.8% | -$939 | 0.03% | 186 |
|
|
2024
Q4 | $107K | Buy |
742
+6
| +0.8% | +$918 | 0.02% | 197 |
|
|
2024
Q3 | $108K | Hold |
736
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $115K | Sell |
736
-396
| -35% | -$63.1K | 0.02% | 165 |
|
|
2024
Q1 | $179K | Sell |
1,132
-99
| -8% | -$14.9K | 0.04% | 160 |
|
|
2023
Q4 | $184K | Buy |
1,231
+298
| +32% | +$45.1K | 0.04% | 144 |
|
|
2023
Q3 | $157K | Sell |
933
-2
| -0.2% | -$323 | 0.04% | 150 |
|
|
2023
Q2 | $147K | Buy |
935
+70
| +8% | +$11.2K | 0.03% | 170 |
|
|
2023
Q1 | $141K | Sell |
865
-26
| -3% | -$4.36K | 0.04% | 161 |
|
|
2022
Q4 | $160K | Buy |
891
+48
| +6% | +$8.38K | 0.04% | 151 |
|
|
2022
Q3 | $122K | Sell |
843
-165
| -16% | -$25.2K | 0.03% | 160 |
|
|
2022
Q2 | $146K | Buy |
1,008
+26
| +3% | +$4.3K | 0.04% | 152 |
|
|
2022
Q1 | $160K | Sell |
982
-13,092
| -93% | -$1.88M | 0.04% | 156 |
|
|
2021
Q4 | $1.65M | Sell |
14,074
-2,092
| -13% | -$238K | 0.39% | 36 |
|
|
2021
Q3 | $1.64M | Buy |
16,166
+3,163
| +24% | +$315K | 0.42% | 36 |
|
|
2021
Q2 | $1.36M | Buy |
13,003
+72
| +0.6% | +$7.6K | 0.36% | 36 |
|
|
2021
Q1 | $1.35M | Buy |
12,931
+12,006
| +1,298% | +$1.17M | 0.37% | 38 |
|
|
2020
Q4 | $78K | Sell |
925
-441
| -32% | -$35.7K | 0.02% | 202 |
|
|
2020
Q3 | $99K | Buy |
1,366
+27
| +2% | +$2.27K | 0.03% | 174 |
|
|
2020
Q2 | $119K | Sell |
1,339
-144
| -10% | -$12.9K | 0.04% | 140 |
|
|
2020
Q1 | $108K | Buy |
1,483
+135
| +10% | +$13.3K | 0.05% | 119 |
|
|
2019
Q4 | $163K | Sell |
1,348
-47
| -3% | -$5.54K | 0.09% | 131 |
|
|
2019
Q3 | $165K | Buy |
1,395
+47
| +3% | +$5.71K | 0.1% | 118 |
|
|
2019
Q2 | $168K | Hold |
1,348
| – | – | 0.1% | 115 |
|
|
2019
Q1 | $166K | Sell |
1,348
-879
| -39% | -$104K | 0.1% | 117 |
|
|
2018
Q4 | $242K | Buy |
+2,227
| New | +$258K | 0.18% | 100 |
|
Other funds holding CVX
Prestige Wealth Management Group's CVX Position: Q2 2026 in Review
Prestige Wealth Management Group reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $37.2K and leaving 1,572 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #150.
Prestige Wealth Management Group first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.65M in Q4 2021. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Prestige Wealth Management Group held 1,572 shares of Chevron worth $261K as of Q2 2026.
- Prestige Wealth Management Group sold 200 Chevron shares in Q2 2026, an estimated $37.2K.
- Chevron made up 0.05% of Prestige Wealth Management Group's portfolio in Q2 2026, its #150 holding.
- Prestige Wealth Management Group first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Prestige Wealth Management Group's Chevron position peaked at $1.65M in Q4 2021.
- 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.