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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prosperitas Financial's CVX Position: Q2 2026 in Review

Prosperitas Financial increased its Chevron (CVX) stake by 9.5% in Q2 2026, buying an estimated $544K and bringing the position to 33,842 shares worth $5.61M. The position accounts for 1.8% of the portfolio, ranked #20.

Prosperitas Financial first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.4M in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prosperitas Financial held 33,842 shares of Chevron worth $5.61M as of Q2 2026.
  • Prosperitas Financial bought 2,923 Chevron shares in Q2 2026, an estimated $544K.
  • Chevron made up 1.8% of Prosperitas Financial's portfolio in Q2 2026, its #20 holding.
  • Prosperitas Financial first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Prosperitas Financial's Chevron position peaked at $6.4M in Q1 2026.
  • 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.