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Prosperity Financial Group, Inc.

SEC CIK
0001991334
Latest filing
Jul 28, 2026

CVX holding history

Chevron Corp in every 13F filed by Prosperity Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
4,279
Value
$709.3K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CVX by Prosperity Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,279$709.3K0.2%+124+3.0%AddedHolders
Q1 20264,155$859.8K0.3%+129+3.2%AddedHolders
Q4 20254,026$613.6K0.2%+57+1.4%AddedHolders
Q3 20253,969$616.4K0.2%+87+2.2%AddedHolders
Q2 20253,882$555.9K0.2%−16−0.4%ReducedHolders
Q1 20253,898$652.1K0.3%−10−0.3%ReducedHolders
Q4 20243,908$566.1K0.3%+227+6.2%AddedHolders
Q3 20243,681$542.1K0.3%−180−4.7%ReducedHolders
Q2 20243,861$603.9K0.4%−22−0.6%ReducedHolders
Q1 20243,883$612.5K0.4%−77−1.9%ReducedHolders
Q4 20233,960$590.7K0.4%+86+2.2%AddedHolders
Q3 20233,874$653.2K0.5%−318−7.6%ReducedHolders
Q2 20234,192$659.6K0.6%+317+8.2%AddedHolders
Q1 20233,875$632.2K0.6%+40+1.0%AddedHolders
Q4 20223,835$688.3K0.7%–No prior filingHolders