Prospect Financial Group
CVX icon

Prospect Financial Group’s Chevron CVX Stock Holding History

Prospect Financial Group’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
Q3 		$368K Sell
1,801
-355
-16% -$69.9K 0.31% 44
2026
Q2 		$357K Buy
2,156
+30
+1% +$5.58K 0.29% 47
2026
Q1 		$440K Sell
2,126
-39
-2% -$7.11K 0.41% 40
2025
Q4 		$330K Sell
2,165
-15
-0.7% -$2.28K 0.31% 44
2025
Q3 		$339K Buy
2,180
+458
+27% +$70.9K 0.33% 44
2025
Q2 		$247K Sell
1,722
-24
-1% -$3.38K 0.26% 49
2025
Q1 		$292K Buy
1,746
+98
+6% +$15.3K 0.37% 43
2024
Q4 		$239K Buy
+1,648
New +$252K 0.29% 48

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Prospect Financial Group's CVX Position: Q3 2026 in Review

Prospect Financial Group reduced its Chevron (CVX) stake by 16% in Q3 2026, selling an estimated $69.9K and leaving 1,801 shares worth $368K. The position accounts for 0.31% of the portfolio, ranked #44.

Prospect Financial Group first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $440K in Q1 2026. 2,868 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Prospect Financial Group held 1,801 shares of Chevron worth $368K as of Q3 2026.
  • Prospect Financial Group sold 355 Chevron shares in Q3 2026, an estimated $69.9K.
  • Chevron made up 0.31% of Prospect Financial Group's portfolio in Q3 2026, its #44 holding.
  • Prospect Financial Group first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Prospect Financial Group's Chevron position peaked at $440K in Q1 2026.
  • 2,868 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.