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Prospera Financial Services’s Chevron CVX Stock Holding History

Prospera 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 		$24M Sell
144,599
-4,312
-3% -$803K 0.35% 56
2026
Q1 		$30.8M Sell
148,911
-2,935
-2% -$535K 0.5% 34
2025
Q4 		$23.2M Buy
151,846
+2,689
+2% +$410K 0.38% 50
2025
Q3 		$23.2M Buy
149,157
+968
+0.7% +$150K 0.4% 42
2025
Q2 		$21.2M Buy
148,189
+5,440
+4% +$767K 0.4% 44
2025
Q1 		$23.9M Buy
142,749
+2,722
+2% +$426K 0.55% 33
2024
Q4 		$20.3M Sell
140,027
-10,797
-7% -$1.65M 0.47% 44
2024
Q3 		$22.2M Buy
150,824
+16,932
+13% +$2.52M 0.57% 34
2024
Q2 		$20.9M Buy
133,892
+1,240
+0.9% +$198K 0.58% 29
2024
Q1 		$20.9M Buy
132,652
+6,174
+5% +$932K 0.62% 25
2023
Q4 		$18.9M Buy
126,478
+35,242
+39% +$5.33M 0.62% 29
2023
Q3 		$15.4M Sell
91,236
-11,115
-11% -$1.8M 0.6% 32
2023
Q2 		$16.1M Sell
102,351
-7,765
-7% -$1.24M 0.62% 26
2023
Q1 		$18M Buy
110,116
+45,612
+71% +$7.65M 0.74% 20
2022
Q4 		$11.6M Sell
64,504
-17,630
-21% -$3.08M 0.58% 25
2022
Q3 		$11.8M Buy
82,134
+21,791
+36% +$3.32M 0.62% 24
2022
Q2 		$8.74M Sell
60,343
-6,108
-9% -$1.01M 0.45% 37
2022
Q1 		$10.8M Buy
66,451
+6,620
+11% +$949K 0.45% 24
2021
Q4 		$7.02M Buy
59,831
+4,624
+8% +$525K 0.3% 67
2021
Q3 		$5.6M Sell
55,207
-104
-0.2% -$10.4K 0.28% 85
2021
Q2 		$5.79M Sell
55,311
-4,483
-7% -$473K 0.29% 82
2021
Q1 		$6.27M Buy
59,794
+4,474
+8% +$437K 0.37% 41
2020
Q4 		$4.67M Buy
55,320
+55,300
+276,500% +$4.48M 0.32% 58
2020
Q3 		$1K Sell
20
-64,827
-100% -$5.45M ﹤0.01% 1526
2020
Q2 		$5.79M Buy
64,847
+520
+0.8% +$46.6K 0.51% 25
2020
Q1 		$4.66M Buy
64,327
+18,523
+40% +$1.83M 0.49% 33
2019
Q4 		$5.52M Buy
45,804
+8,966
+24% +$1.06M 0.43% 29
2019
Q3 		$4.37M Buy
36,838
+12,011
+48% +$1.46M 0.45% 31
2019
Q2 		$3.08M Buy
24,827
+2,638
+12% +$319K 0.35% 49
2019
Q1 		$2.81M Buy
22,189
+3,176
+17% +$376K 0.92% 23
2018
Q4 		$2.08M Buy
19,013
+1,194
+7% +$138K 0.42% 45
2018
Q3 		$2.24M Sell
17,819
-2,033
-10% -$247K 0.42% 44
2018
Q2 		$2.49M Sell
19,852
-529
-3% -$65.7K 0.34% 53
2018
Q1 		$2.33M Sell
20,381
-16,902
-45% -$2.02M 0.33% 59
2017
Q4 		$4.75M Buy
37,283
+295
+0.8% +$35K 0.73% 16
2017
Q3 		$4.35M Buy
36,988
+52
+0.1% +$5.68K 0.66% 16
2017
Q2 		$3.84M Buy
36,936
+2,547
+7% +$270K 0.62% 20
2017
Q1 		$3.72M Buy
34,389
+18,563
+117% +$2.08M 0.67% 17
2016
Q4 		$1.86M Buy
15,826
+1,131
+8% +$123K 0.36% 50
2016
Q3 		$1.51M Buy
14,695
+565
+4% +$57.7K 0.3% 59
2016
Q2 		$1.48M Buy
14,130
+888
+7% +$89.3K 0.31% 63
2016
Q1 		$1.26M Sell
13,242
-1,789
-12% -$156K 0.28% 62
2015
Q4 		$1.35M Buy
15,031
+3,429
+30% +$309K 0.3% 50
2015
Q3 		$884K Buy
11,602
+1
+0% +$84 0.22% 67
2015
Q2 		$1.08M Buy
11,601
+301
+3% +$31.6K 0.26% 71
2015
Q1 		$1.11M Buy
11,300
+3,880
+52% +$414K 0.25% 60
2014
Q4 		$832K Buy
7,420
+970
+15% +$110K 0.21% 76
2014
Q3 		$686K Sell
6,450
-1,716
-21% -$219K 0.18% 85
2014
Q2 		$1.07M Buy
8,166
+2,162
+36% +$269K 0.29% 64
2014
Q1 		$631K Buy
6,004
+1,348
+29% +$157K 0.2% 69
2013
Q4 		$582K Sell
4,656
-2,493
-35% -$301K 0.2% 81
2013
Q3 		$867K Buy
7,149
+467
+7% +$57.4K 0.33% 67
2013
Q2 		$796K Buy
+6,682
New +$808K 0.37% 71

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Prospera Financial Services reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $803K and leaving 144,599 shares worth $24M. The position accounts for 0.35% of the portfolio, ranked #56.

Prospera Financial Services first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.8M in Q1 2026. 2,287 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prospera Financial Services held 144,599 shares of Chevron worth $24M as of Q2 2026.
  • Prospera Financial Services sold 4,312 Chevron shares in Q2 2026, an estimated $803K.
  • Chevron made up 0.35% of Prospera Financial Services's portfolio in Q2 2026, its #56 holding.
  • Prospera Financial Services first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Chevron position peaked at $30.8M in Q1 2026.
  • 2,287 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.