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Disclosery

Prosperitas Financial LLC: CVX position timeline

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

Prosperitas Financial LLC held 33,842 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,842 shares
    Change vs previous 13F +2,923 shares

    1.8% of the 13F portfolio, value $5,609,577.

    13F-HR 0001172661-26-003849 filed by Prosperitas Financial 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 30,919 shares
    Change vs previous 13F +623 shares

    2.38% of the 13F portfolio, value $6,397,185.

    13F-HR 0001172661-26-002348 filed by Prosperitas Financial 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 30,296 shares
    Change vs previous 13F +2,799 shares

    1.8% of the 13F portfolio, value $4,617,389.

    13F-HR 0001172661-26-000469 filed by Prosperitas Financial 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 27,497 shares
    Change vs previous 13F +1,361 shares

    1.77% of the 13F portfolio, value $4,270,089.

    13F-HR 0001172661-25-004436 filed by Prosperitas Financial 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 26,136 shares
    Change vs previous 13F +2,244 shares

    1.76% of the 13F portfolio, value $3,742,466.

    13F-HR 0001172661-25-003062 filed by Prosperitas Financial 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 23,892 shares
    Change vs previous 13F +608 shares

    2.07% of the 13F portfolio, value $3,996,964.

    13F-HR 0001172661-25-001821 filed by Prosperitas Financial 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 23,284 shares
    Change vs previous 13F +2,331 shares

    1.71% of the 13F portfolio, value $3,372,454.

    13F-HR 0001172661-25-000506 filed by Prosperitas Financial LLC
    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 20,953 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,085,775.

    13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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