Prospera Capital Management
CVX icon

Prospera Capital Management’s Chevron CVX Stock Holding History

Prospera Capital Management’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 		$626K Buy
3,065
+86
+3% +$16.9K 0.15% 37
2026
Q2 		$501K Buy
2,979
+191
+7% +$35.6K 0.16% 33
2026
Q1 		$577K Buy
2,788
+65
+2% +$11.9K 0.29% 28
2025
Q4 		$415K Buy
2,723
+6
+0.2% +$914 0.21% 30
2025
Q3 		$422K Buy
2,717
+12
+0.4% +$1.86K 0.2% 30
2025
Q2 		$387K Buy
2,705
+40
+2% +$5.64K 0.21% 31
2025
Q1 		$446K Buy
+2,665
New +$417K 0.29% 27

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Prospera Capital Management's CVX Position: Q3 2026 in Review

Prospera Capital Management increased its Chevron (CVX) stake by 2.9% in Q3 2026, buying an estimated $16.9K and bringing the position to 3,065 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #37.

Prospera Capital Management first reported a position in CVX in Q1 2025 and has held it in 7 quarters since. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Prospera Capital Management held 3,065 shares of Chevron worth $626K as of Q3 2026.
  • Prospera Capital Management bought 86 Chevron shares in Q3 2026, an estimated $16.9K.
  • Chevron made up 0.15% of Prospera Capital Management's portfolio in Q3 2026, its #37 holding.
  • Prospera Capital Management first reported a position in Chevron in Q1 2025 and has held it in 7 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.