Prosperity Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
7,332
+2,244
| +44% | +$321K | 0.1% | 113 |
|
|
2025
Q1 | $858K | Buy |
5,088
+294
| +6% | +$49.6K | 0.07% | 172 |
|
|
2024
Q4 | $694K | Buy |
4,794
+98
| +2% | +$14.2K | 0.06% | 189 |
|
|
2024
Q3 | $692K | Sell |
4,696
-187
| -4% | -$27.5K | 0.06% | 188 |
|
|
2024
Q2 | $764K | Sell |
4,883
-615
| -11% | -$96.2K | 0.08% | 154 |
|
|
2024
Q1 | $867K | Buy |
5,498
+968
| +21% | +$153K | 0.1% | 154 |
|
|
2023
Q4 | $676K | Buy |
4,530
+1,111
| +32% | +$166K | 0.07% | 134 |
|
|
2023
Q3 | $577K | Buy |
3,419
+448
| +15% | +$75.6K | 0.08% | 124 |
|
|
2023
Q2 | $467K | Buy |
2,971
+565
| +23% | +$88.9K | 0.07% | 142 |
|
|
2023
Q1 | $393K | Buy |
2,406
+109
| +5% | +$17.8K | 0.06% | 138 |
|
|
2022
Q4 | $412K | Buy |
+2,297
| New | +$412K | 0.13% | 112 |
|