Skip to content
Disclosery

Prospera Financial Services Inc: CVX position timeline

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

Prospera Financial Services Inc held 144,599 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,599 shares
    Change vs previous 13F -4,312 shares

    0.35% of the 13F portfolio, value $23,978,604.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 148,911 shares
    Change vs previous 13F -2,935 shares

    0.5% of the 13F portfolio, value $30,818,432.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 151,846 shares
    Change vs previous 13F +2,689 shares

    0.38% of the 13F portfolio, value $23,151,591.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 149,157 shares
    Change vs previous 13F +968 shares

    0.4% of the 13F portfolio, value $23,171,935.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 148,189 shares
    Change vs previous 13F +5,440 shares

    0.4% of the 13F portfolio, value $21,226,471.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 142,749 shares
    Change vs previous 13F +2,722 shares

    0.55% of the 13F portfolio, value $23,886,231.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 140,027 shares
    Change vs previous 13F -10,797 shares

    0.47% of the 13F portfolio, value $20,293,081.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 150,824 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $22,216,952.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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