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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Prosperitas Financial's CVX Position: Q1 2026 in Review

Prosperitas Financial increased its Chevron (CVX) stake by 2.1% in Q1 2026, buying an estimated $114K and bringing the position to 30,919 shares worth $6.4M. The position accounts for 2.38% of the portfolio, ranked #17.

Prosperitas Financial first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,283 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prosperitas Financial held 30,919 shares of Chevron worth $6.4M as of Q1 2026.
  • Prosperitas Financial bought 623 Chevron shares in Q1 2026, an estimated $114K.
  • Chevron made up 2.38% of Prosperitas Financial's portfolio in Q1 2026, its #17 holding.
  • Prosperitas Financial first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.