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Prosperity Consulting Group’s Chevron CVX Stock Holding History

Prosperity Consulting Group’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 		$1.94M Sell
11,693
-424
-3% -$78.9K 0.07% 177
2026
Q1 		$2.51M Sell
12,117
-769
-6% -$140K 0.11% 134
2025
Q4 		$1.96M Sell
12,886
-640
-5% -$97.5K 0.09% 163
2025
Q3 		$2.1M Buy
13,526
+2,834
+27% +$439K 0.1% 156
2025
Q2 		$1.53M Sell
10,692
-952
-8% -$134K 0.11% 169
2025
Q1 		$1.95M Sell
11,644
-423
-4% -$66.2K 0.15% 145
2024
Q4 		$1.75M Buy
12,067
+684
+6% +$105K 0.13% 161
2024
Q3 		$1.68M Buy
11,383
+4,054
+55% +$603K 0.13% 173
2024
Q2 		$1.15M Sell
7,329
-1,431
-16% -$228K 0.16% 122
2024
Q1 		$1.38M Buy
8,760
+3,460
+65% +$522K 0.17% 123
2023
Q4 		$791K Buy
5,300
+1,063
+25% +$161K 0.26% 75
2023
Q3 		$714K Buy
+4,237
New +$684K 0.33% 71
2022
Q2 		– Sell
-1,402
Closed -$228K – 89
2022
Q1 		$228K Buy
+1,402
New +$201K 0.17% 90

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

Prosperity Consulting Group's CVX Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $78.9K and leaving 11,693 shares worth $1.94M. The position accounts for 0.07% of the portfolio, ranked #177.

Prosperity Consulting Group first reported a position in CVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.51M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prosperity Consulting Group held 11,693 shares of Chevron worth $1.94M as of Q2 2026.
  • Prosperity Consulting Group sold 424 Chevron shares in Q2 2026, an estimated $78.9K.
  • Chevron made up 0.07% of Prosperity Consulting Group's portfolio in Q2 2026, its #177 holding.
  • Prosperity Consulting Group first reported a position in Chevron in Q1 2022 and has held it in 13 quarters since.
  • Prosperity Consulting Group's Chevron position peaked at $2.51M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.