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Summit Wealth Group, LLC/OK’s Chevron CVX Stock Holding History

Summit Wealth Group, LLC/OK’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 		$1.07M Sell
5,227
-323
-6% -$63.6K 1.81% 18
2026
Q2 		$920K Sell
5,550
-1,025
-16% -$191K 1.19% 23
2026
Q1 		$1.36M Sell
6,575
-65
-1% -$11.9K 1.9% 18
2025
Q4 		$1.01M Buy
+6,640
New +$1.01M 1.04% 26

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Summit Wealth Group, LLC/OK's CVX Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Chevron (CVX) stake by 5.8% in Q3 2026, selling an estimated $63.6K and leaving 5,227 shares worth $1.07M. The position accounts for 1.81% of the portfolio, ranked #18.

Summit Wealth Group, LLC/OK first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q1 2026. 2,884 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 5,227 shares of Chevron worth $1.07M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 323 Chevron shares in Q3 2026, an estimated $63.6K.
  • Chevron made up 1.81% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #18 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Chevron position peaked at $1.36M in Q1 2026.
  • 2,884 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.