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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
Q1 		$440K Sell
2,126
-39
-2% -$7.11K 0.41% 40
2025
Q4 		$330K Sell
2,165
-15
-0.7% -$2.29K 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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Prospect Financial Group's CVX Position: Q1 2026 in Review

Prospect Financial Group reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $7.11K and leaving 2,126 shares worth $440K. The position accounts for 0.41% of the portfolio, ranked #40.

Prospect Financial Group first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prospect Financial Group held 2,126 shares of Chevron worth $440K as of Q1 2026.
  • Prospect Financial Group sold 39 Chevron shares in Q1 2026, an estimated $7.11K.
  • Chevron made up 0.41% of Prospect Financial Group's portfolio in Q1 2026, its #40 holding.
  • Prospect Financial Group first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.