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Prospect Financial Services’s Chevron CVX Stock Holding History

Prospect Financial Services’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 		$261K Buy
+1,260
New +$230K 0.16% 86
2025
Q3 		– Sell
-1,598
Closed -$229K – 109
2025
Q2 		$229K Buy
1,598
+127
+9% +$17.9K 0.14% 90
2025
Q1 		$246K Sell
1,471
-577
-28% -$90.3K 0.14% 98
2024
Q4 		$297K Sell
2,048
-204
-9% -$31.2K 0.16% 85
2024
Q3 		$332K Sell
2,252
-200
-8% -$29.8K 0.21% 72
2024
Q2 		$384K Buy
2,452
+240
+11% +$38.3K 0.3% 53
2024
Q1 		$349K Sell
2,212
-204
-8% -$30.8K 0.29% 56
2023
Q4 		$360K Buy
+2,416
New +$365K 0.36% 47

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 Services's CVX Position: Q1 2026 in Review

Prospect Financial Services opened a new position in Chevron (CVX) in Q1 2026: 1,260 shares worth $261K. The stake represents 0.16% of the portfolio and ranks #86 among its holdings. This is a return to the name: Prospect Financial Services previously reported a position in CVX as recently as Q2 2025.

Prospect Financial Services first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $384K in Q2 2024. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prospect Financial Services held 1,260 shares of Chevron worth $261K as of Q1 2026.
  • Chevron was a new Prospect Financial Services position in Q1 2026.
  • Chevron made up 0.16% of Prospect Financial Services's portfolio in Q1 2026, its #86 holding.
  • Prospect Financial Services first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
  • Prospect Financial Services's Chevron position peaked at $384K in Q2 2024.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.