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Prosperity Financial Group’s Chevron CVX Stock Holding History

Prosperity Financial 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 		$709K Buy
4,279
+124
+3% +$23.1K 0.22% 105
2026
Q1 		$860K Buy
4,155
+129
+3% +$23.5K 0.32% 91
2025
Q4 		$614K Buy
4,026
+57
+1% +$8.68K 0.22% 106
2025
Q3 		$616K Buy
3,969
+87
+2% +$13.5K 0.23% 101
2025
Q2 		$556K Sell
3,882
-16
-0.4% -$2.26K 0.24% 100
2025
Q1 		$652K Sell
3,898
-10
-0.3% -$1.56K 0.32% 80
2024
Q4 		$566K Buy
3,908
+227
+6% +$34.7K 0.28% 82
2024
Q3 		$542K Sell
3,681
-180
-5% -$26.8K 0.3% 81
2024
Q2 		$604K Sell
3,861
-22
-0.6% -$3.51K 0.38% 65
2024
Q1 		$613K Sell
3,883
-77
-2% -$11.6K 0.38% 66
2023
Q4 		$591K Buy
3,960
+86
+2% +$13K 0.41% 55
2023
Q3 		$653K Sell
3,874
-318
-8% -$51.4K 0.54% 42
2023
Q2 		$660K Buy
4,192
+317
+8% +$50.8K 0.58% 42
2023
Q1 		$632K Buy
3,875
+40
+1% +$6.71K 0.64% 43
2022
Q4 		$688K Buy
+3,835
New +$669K 0.74% 36

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Prosperity Financial Group increased its Chevron (CVX) stake by 3% in Q2 2026, buying an estimated $23.1K and bringing the position to 4,279 shares worth $709K. The position accounts for 0.22% of the portfolio, ranked #105.

Prosperity Financial Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $860K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prosperity Financial Group held 4,279 shares of Chevron worth $709K as of Q2 2026.
  • Prosperity Financial Group bought 124 Chevron shares in Q2 2026, an estimated $23.1K.
  • Chevron made up 0.22% of Prosperity Financial Group's portfolio in Q2 2026, its #105 holding.
  • Prosperity Financial Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Chevron position peaked at $860K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.