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Prosperity Capital Advisors’s Chevron CVX Stock Holding History

Prosperity Capital Advisors’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 		$1.01M Buy
6,088
+59
+1% +$11K 0.05% 186
2026
Q1 		$1.25M Sell
6,029
-1,069
-15% -$195K 0.07% 166
2025
Q4 		$1.08M Buy
7,098
+1,308
+23% +$199K 0.06% 163
2025
Q3 		$899K Sell
5,790
-1,591
-22% -$246K 0.05% 205
2025
Q2 		$1.06M Buy
7,381
+2,293
+45% +$323K 0.07% 170
2025
Q1 		$858K Buy
5,088
+294
+6% +$46K 0.07% 172
2024
Q4 		$694K Buy
4,794
+98
+2% +$15K 0.06% 189
2024
Q3 		$692K Sell
4,696
-187
-4% -$27.8K 0.06% 188
2024
Q2 		$764K Sell
4,883
-615
-11% -$98.1K 0.08% 154
2024
Q1 		$867K Buy
5,498
+968
+21% +$146K 0.1% 154
2023
Q4 		$676K Buy
4,530
+1,111
+32% +$168K 0.07% 134
2023
Q3 		$577K Buy
3,419
+448
+15% +$72.4K 0.08% 124
2023
Q2 		$467K Buy
2,971
+565
+23% +$90.6K 0.07% 142
2023
Q1 		$393K Buy
2,406
+109
+5% +$18.3K 0.06% 138
2022
Q4 		$412K Buy
+2,297
New +$401K 0.13% 112

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Prosperity Capital Advisors's CVX Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Chevron (CVX) stake by 0.98% in Q2 2026, buying an estimated $11K and bringing the position to 6,088 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #186.

Prosperity Capital Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prosperity Capital Advisors held 6,088 shares of Chevron worth $1.01M as of Q2 2026.
  • Prosperity Capital Advisors bought 59 Chevron shares in Q2 2026, an estimated $11K.
  • Chevron made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Prosperity Capital Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Chevron position peaked at $1.25M in Q1 2026.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.