Prosperitas Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
26,136
+2,244
| +9% | +$321K | 1.76% | 17 |
|
|
2025
Q1 | $4M | Buy |
23,892
+608
| +3% | +$102K | 2.07% | 16 |
|
|
2024
Q4 | $3.37M | Buy |
23,284
+2,331
| +11% | +$338K | 1.71% | 17 |
|
|
2024
Q3 | $3.09M | Buy |
20,953
+1,664
| +9% | +$245K | 1.66% | 17 |
|
|
2024
Q2 | $3.02M | Buy |
19,289
+579
| +3% | +$90.6K | 1.84% | 17 |
|
|
2024
Q1 | $2.95M | Buy |
18,710
+442
| +2% | +$69.7K | 1.89% | 18 |
|
|
2023
Q4 | $2.72M | Buy |
18,268
+710
| +4% | +$106K | 2.01% | 17 |
|
|
2023
Q3 | $2.96M | Buy |
+17,558
| New | +$2.96M | 2.3% | 14 |
|