Prosperitas Financial
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Prosperitas Financial’s Chevron CVX Stock Holding History

Prosperitas Financial’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 		$7.37M Buy
36,105
+2,263
+7% +$446K 2.22% 15
2026
Q2 		$5.61M Buy
33,842
+2,923
+9% +$544K 1.8% 20
2026
Q1 		$6.4M Buy
30,919
+623
+2% +$114K 2.38% 17
2025
Q4 		$4.62M Buy
30,296
+2,799
+10% +$426K 1.8% 19
2025
Q3 		$4.27M Buy
27,497
+1,361
+5% +$211K 1.77% 18
2025
Q2 		$3.74M Buy
26,136
+2,244
+9% +$316K 1.76% 17
2025
Q1 		$4M Buy
23,892
+608
+3% +$95.2K 2.07% 16
2024
Q4 		$3.37M Buy
23,284
+2,331
+11% +$357K 1.71% 17
2024
Q3 		$3.09M Buy
20,953
+1,664
+9% +$248K 1.66% 17
2024
Q2 		$3.02M Buy
19,289
+579
+3% +$92.3K 1.84% 17
2024
Q1 		$2.95M Buy
18,710
+442
+2% +$66.7K 1.89% 18
2023
Q4 		$2.72M Buy
18,268
+710
+4% +$107K 2.01% 17
2023
Q3 		$2.96M Buy
+17,558
New +$2.84M 2.3% 14

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Prosperitas Financial's CVX Position: Q3 2026 in Review

Prosperitas Financial increased its Chevron (CVX) stake by 6.7% in Q3 2026, buying an estimated $446K and bringing the position to 36,105 shares worth $7.37M. The position accounts for 2.22% of the portfolio, ranked #15.

Prosperitas Financial first reported a position in CVX in Q3 2023 and has held it in 13 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Prosperitas Financial held 36,105 shares of Chevron worth $7.37M as of Q3 2026.
  • Prosperitas Financial bought 2,263 Chevron shares in Q3 2026, an estimated $446K.
  • Chevron made up 2.22% of Prosperitas Financial's portfolio in Q3 2026, its #15 holding.
  • Prosperitas Financial first reported a position in Chevron in Q3 2023 and has held it in 13 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.