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Prospect Financial Group LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospect Financial Group LLC on CVX, newest first. How the timeline and the estimate are built.

Prospect Financial Group LLC held 2,156 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,156 shares
    Change vs previous 13F +30 shares

    0.29% of the 13F portfolio, value $357,379.

    13F-HR 0002021762-26-000003 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,126 shares
    Change vs previous 13F -39 shares

    0.41% of the 13F portfolio, value $439,869.

    13F-HR 0002021762-26-000002 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,165 shares
    Change vs previous 13F -15 shares

    0.31% of the 13F portfolio, value $329,968.

    13F-HR 0002021762-26-000001 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,180 shares
    Change vs previous 13F +458 shares

    0.33% of the 13F portfolio, value $338,532.

    13F-HR 0002021762-25-000008 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,722 shares
    Change vs previous 13F -24 shares

    0.26% of the 13F portfolio, value $246,573.

    13F-HR 0002021762-25-000006 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,746 shares
    Change vs previous 13F +98 shares

    0.37% of the 13F portfolio, value $292,088.

    13F-HR 0002021762-25-000003 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,648 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $238,696.

    13F-HR 0002021762-25-000002 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).