CVX — CHEVRON CORP NEW

Ownership history in Prosperitas Financial LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Prosperitas Financial LLC reported a position in CHEVRON CORP NEW (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.3% (2023 Q3)
Avg. % of fund
1.76%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,296 +2,799 +10.2% 1.79% $4.6M $150.93
2025 Q3 ADDED 27,497 +1,361 +5.2% 1.77% $4.3M $152.09
2025 Q2 ADDED 26,136 +2,244 +9.4% 1.76% $3.7M $138.69
2025 Q1 ADDED 23,892 +608 +2.6% 2.07% $4.0M $160.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CVX price (monthly, adj. close)

Other funds also holding CVX

As of 2025 Q4 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.42% Solus Alternative Asset Management LP 3Y 7Y 8.77% COLRAIN CAPITAL LLC 3Y 7Y 8.14% BERKSHIRE HATHAWAY INC 3Y 7Y 7.24% Wallace Advisory Group, LLC 3Y 6.74% ACR Alpine Capital Research, LLC 3Y 7Y 6.44% LGT Financial Advisors LLC 3Y 5.74% Buckley Wealth Management, LLC 3Y 7Y 4.86% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 4.76% C2C Wealth Management, LLC 3Y 4.59%
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