Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,938,231
-$568,776 QoQ
Shares Held
11,693
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,814
of 4,109 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $14,285,128 across 7 Oil & Gas Integrated names. CVX ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
60,128 | $8,220,700 | |
| 2 | SHEL |
Shell plc
|
25,286 | $1,960,676 | |
| 3 | CVX |
Chevron Corp
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|
11,693 | $1,938,231 | |
| 4 | BP |
Bp PLC
|
38,470 | $1,421,466 | |
| 5 | TTE |
TotalEnergies SE
|
4,230 | $328,924 | |
| 6 | CVE |
Cenovus Energy Inc.
|
8,554 | $212,224 | |
| 7 | NFG |
National Fuel Gas Co
|
2,628 | $202,907 |
All Filings in CVX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,938,231 | 11,693 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,507,007 | 12,117 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,963,955 | 12,886 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,100,452 | 13,526 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,530,987 | 10,692 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,947,924 | 11,644 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,747,784 | 12,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,676,374 | 11,383 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,146,402 | 7,329 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,381,802 | 8,760 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $790,548 | 5,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $714,442 | 4,237 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $228,287 | 1,402 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||