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Prostatis Group’s Chevron CVX Stock Holding History

Prostatis 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 		$709K Sell
3,426
-703
-17% -$128K 0.18% 89
2025
Q4 		$629K Buy
4,129
+1,017
+33% +$155K 0.15% 92
2025
Q3 		$483K Sell
3,112
-164
-5% -$25.4K 0.12% 98
2025
Q2 		$469K Sell
3,276
-387
-11% -$54.6K 0.13% 99
2025
Q1 		$613K Sell
3,663
-133
-4% -$20.8K 0.19% 86
2024
Q4 		$550K Sell
3,796
-330
-8% -$50.5K 0.16% 102
2024
Q3 		$608K Sell
4,126
-6,846
-62% -$1.02M 0.2% 83
2024
Q2 		$1.73M Sell
10,972
-66
-0.6% -$10.5K 0.61% 47
2024
Q1 		$1.73M Buy
11,038
+1,437
+15% +$217K 0.66% 45
2023
Q4 		$1.43M Buy
9,601
+26
+0.3% +$3.93K 0.6% 44
2023
Q3 		$1.63M Sell
9,575
-939,886
-99% -$152M 0.8% 30
2023
Q2 		$1.15M Buy
949,461
+941,727
+12,176% +$151M 0.53% 44
2023
Q1 		$1.26M Sell
7,734
-168
-2% -$28.2K 0.66% 37
2022
Q4 		$1.42M Buy
+7,902
New +$1.38M 0.87% 31
2022
Q2 		– Sell
-6,500
Closed -$1.06M – 53
2022
Q1 		$1.06M Buy
+6,500
New +$932K 0.85% 34

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Prostatis Group's CVX Position: Q1 2026 in Review

Prostatis Group reduced its Chevron (CVX) stake by 17% in Q1 2026, selling an estimated $128K and leaving 3,426 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #89.

Prostatis Group first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q1 2024. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prostatis Group held 3,426 shares of Chevron worth $709K as of Q1 2026.
  • Prostatis Group sold 703 Chevron shares in Q1 2026, an estimated $128K.
  • Chevron made up 0.18% of Prostatis Group's portfolio in Q1 2026, its #89 holding.
  • Prostatis Group first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • Prostatis Group's Chevron position peaked at $1.73M in Q1 2024.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.