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Summit Investment Advisors, Inc.\KS’s Chevron CVX Stock Holding History

Summit Investment Advisors, Inc.\KS’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.86M Sell
13,982
-84
-0.6% -$16.5K 1.29% 14
2026
Q2 		$2.33M Buy
14,066
+22
+0.2% +$4.1K 1.07% 21
2026
Q1 		$2.91M Sell
14,044
-13
-0.1% -$2.37K 1.48% 17
2025
Q4 		$2.14M Buy
+14,057
New +$2.14M 1.15% 22

Other funds holding CVX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's CVX Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Chevron (CVX) stake by 0.6% in Q3 2026, selling an estimated $16.5K and leaving 13,982 shares worth $2.86M. The position accounts for 1.29% of the portfolio, ranked #14.

Summit Investment Advisors, Inc.\KS first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q1 2026. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 13,982 shares of Chevron worth $2.86M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS sold 84 Chevron shares in Q3 2026, an estimated $16.5K.
  • Chevron made up 1.29% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #14 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Chevron position peaked at $2.91M in Q1 2026.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.