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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Prosperity Consulting Group's CVX Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Chevron (CVX) stake by 6% in Q1 2026, selling an estimated $140K and leaving 12,117 shares worth $2.51M. The position accounts for 0.11% of the portfolio, ranked #134.

Prosperity Consulting Group first reported a position in CVX in Q1 2022 and has held it in 12 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Prosperity Consulting Group held 12,117 shares of Chevron worth $2.51M as of Q1 2026.
Prosperity Consulting Group sold 769 Chevron shares in Q1 2026, an estimated $140K.
Chevron made up 0.11% of Prosperity Consulting Group's portfolio in Q1 2026, its #134 holding.
Prosperity Consulting Group first reported a position in Chevron in Q1 2022 and has held it in 12 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.