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 Q2	$501K	Buy	2,979 +191	+7%	+$35.5K	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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Prospera Capital Management's CVX Position: Q2 2026 in Review

Prospera Capital Management increased its Chevron (CVX) stake by 6.9% in Q2 2026, buying an estimated $35.5K and bringing the position to 2,979 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #33.

Prospera Capital Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $577K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Prospera Capital Management held 2,979 shares of Chevron worth $501K as of Q2 2026.
Prospera Capital Management bought 191 Chevron shares in Q2 2026, an estimated $35.5K.
Chevron made up 0.16% of Prospera Capital Management's portfolio in Q2 2026, its #33 holding.
Prospera Capital Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
Prospera Capital Management's Chevron position peaked at $577K in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.