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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
Q2 		$204K Sell
1,231
-29
-2% -$5.4K 0.1% 113
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prospect Financial Services's CVX Position: Q2 2026 in Review

Prospect Financial Services reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $5.4K and leaving 1,231 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #113.

Prospect Financial Services first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $384K in Q2 2024. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prospect Financial Services held 1,231 shares of Chevron worth $204K as of Q2 2026.
  • Prospect Financial Services sold 29 Chevron shares in Q2 2026, an estimated $5.4K.
  • Chevron made up 0.1% of Prospect Financial Services's portfolio in Q2 2026, its #113 holding.
  • Prospect Financial Services first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • Prospect Financial Services's Chevron position peaked at $384K in Q2 2024.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.