PFS
Prospera Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
148,189
+5,440
| +4% | +$779K | 0.4% | 44 |
|
|
2025
Q1 | $23.9M | Buy |
142,749
+2,722
| +2% | +$455K | 0.55% | 33 |
|
|
2024
Q4 | $20.3M | Sell |
140,027
-10,797
| -7% | -$1.56M | 0.47% | 44 |
|
|
2024
Q3 | $22.2M | Buy |
150,824
+16,932
| +13% | +$2.49M | 0.57% | 34 |
|
|
2024
Q2 | $20.9M | Buy |
133,892
+1,240
| +0.9% | +$194K | 0.58% | 29 |
|
|
2024
Q1 | $20.9M | Buy |
132,652
+6,174
| +5% | +$974K | 0.62% | 25 |
|
|
2023
Q4 | $18.9M | Buy |
126,478
+35,242
| +39% | +$5.26M | 0.62% | 29 |
|
|
2023
Q3 | $15.4M | Sell |
91,236
-11,115
| -11% | -$1.87M | 0.6% | 32 |
|
|
2023
Q2 | $16.1M | Sell |
102,351
-7,765
| -7% | -$1.22M | 0.62% | 26 |
|
|
2023
Q1 | $18M | Buy |
110,116
+45,612
| +71% | +$7.44M | 0.74% | 20 |
|
|
2022
Q4 | $11.6M | Sell |
64,504
-17,630
| -21% | -$3.16M | 0.58% | 25 |
|
|
2022
Q3 | $11.8M | Buy |
82,134
+21,791
| +36% | +$3.13M | 0.62% | 24 |
|
|
2022
Q2 | $8.74M | Sell |
60,343
-6,108
| -9% | -$885K | 0.45% | 37 |
|
|
2022
Q1 | $10.8M | Buy |
66,451
+6,620
| +11% | +$1.08M | 0.45% | 24 |
|
|
2021
Q4 | $7.02M | Buy |
59,831
+4,624
| +8% | +$543K | 0.3% | 67 |
|
|
2021
Q3 | $5.6M | Sell |
55,207
-104
| -0.2% | -$10.6K | 0.28% | 85 |
|
|
2021
Q2 | $5.79M | Sell |
55,311
-4,483
| -7% | -$470K | 0.29% | 82 |
|
|
2021
Q1 | $6.27M | Buy |
59,794
+4,474
| +8% | +$469K | 0.37% | 41 |
|
|
2020
Q4 | $4.67M | Buy |
55,320
+55,300
| +276,500% | +$4.67M | 0.32% | 58 |
|
|
2020
Q3 | $1K | Sell |
20
-64,827
| -100% | -$3.24M | ﹤0.01% | 1526 |
|
|
2020
Q2 | $5.79M | Buy |
64,847
+520
| +0.8% | +$46.4K | 0.51% | 25 |
|
|
2020
Q1 | $4.66M | Buy |
64,327
+18,523
| +40% | +$1.34M | 0.49% | 33 |
|
|
2019
Q4 | $5.52M | Buy |
45,804
+8,966
| +24% | +$1.08M | 0.43% | 29 |
|
|
2019
Q3 | $4.37M | Buy |
36,838
+12,011
| +48% | +$1.42M | 0.45% | 31 |
|
|
2019
Q2 | $3.08M | Buy |
24,827
+2,638
| +12% | +$327K | 0.35% | 49 |
|
|
2019
Q1 | $2.81M | Buy |
22,189
+3,176
| +17% | +$402K | 0.92% | 23 |
|
|
2018
Q4 | $2.08M | Buy |
19,013
+1,194
| +7% | +$131K | 0.42% | 45 |
|
|
2018
Q3 | $2.24M | Sell |
17,819
-2,033
| -10% | -$256K | 0.42% | 44 |
|
|
2018
Q2 | $2.49M | Sell |
19,852
-529
| -3% | -$66.4K | 0.34% | 53 |
|
|
2018
Q1 | $2.33M | Sell |
20,381
-16,902
| -45% | -$1.93M | 0.33% | 59 |
|
|
2017
Q4 | $4.75M | Buy |
37,283
+295
| +0.8% | +$37.6K | 0.73% | 16 |
|
|
2017
Q3 | $4.35M | Buy |
36,988
+52
| +0.1% | +$6.11K | 0.66% | 16 |
|
|
2017
Q2 | $3.84M | Buy |
36,936
+2,547
| +7% | +$265K | 0.62% | 20 |
|
|
2017
Q1 | $3.72M | Buy |
34,389
+18,563
| +117% | +$2.01M | 0.67% | 17 |
|
|
2016
Q4 | $1.86M | Buy |
15,826
+1,131
| +8% | +$133K | 0.36% | 50 |
|
|
2016
Q3 | $1.51M | Buy |
14,695
+565
| +4% | +$58.2K | 0.3% | 59 |
|
|
2016
Q2 | $1.48M | Buy |
14,130
+888
| +7% | +$93.1K | 0.31% | 63 |
|
|
2016
Q1 | $1.26M | Sell |
13,242
-1,789
| -12% | -$170K | 0.28% | 62 |
|
|
2015
Q4 | $1.35M | Buy |
15,031
+3,429
| +30% | +$308K | 0.3% | 50 |
|
|
2015
Q3 | $884K | Buy |
11,602
+1
| +0% | +$76 | 0.22% | 67 |
|
|
2015
Q2 | $1.08M | Buy |
11,601
+301
| +3% | +$28K | 0.26% | 71 |
|
|
2015
Q1 | $1.11M | Buy |
11,300
+3,880
| +52% | +$382K | 0.25% | 60 |
|
|
2014
Q4 | $832K | Buy |
7,420
+970
| +15% | +$109K | 0.21% | 76 |
|
|
2014
Q3 | $686K | Sell |
6,450
-1,716
| -21% | -$183K | 0.18% | 85 |
|
|
2014
Q2 | $1.07M | Buy |
8,166
+2,162
| +36% | +$282K | 0.29% | 64 |
|
|
2014
Q1 | $631K | Buy |
6,004
+1,348
| +29% | +$142K | 0.2% | 69 |
|
|
2013
Q4 | $582K | Sell |
4,656
-2,493
| -35% | -$312K | 0.2% | 81 |
|
|
2013
Q3 | $867K | Buy |
7,149
+467
| +7% | +$56.6K | 0.33% | 67 |
|
|
2013
Q2 | $796K | Buy |
+6,682
| New | +$796K | 0.37% | 71 |
|