SFS
CVX icon

Summit Financial Strategies’s Chevron CVX Stock Holding History

Summit Financial Strategies’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
Q2 		$503K Hold
3,034
– – 0.04% 98
2026
Q1 		$628K Sell
3,034
-38
-1% -$6.93K 0.05% 87
2025
Q4 		$468K Buy
3,072
+164
+6% +$25K 0.04% 96
2025
Q3 		$452K Sell
2,908
-21
-0.7% -$3.25K 0.04% 98
2025
Q2 		$419K Buy
2,929
+21
+0.7% +$2.96K 0.04% 95
2025
Q1 		$486K Buy
2,908
+296
+11% +$46.3K 0.05% 85
2024
Q4 		$378K Buy
2,612
+3
+0.1% +$459 0.04% 98
2024
Q3 		$384K Sell
2,609
-13
-0.5% -$1.94K 0.04% 102
2024
Q2 		$410K Sell
2,622
-38
-1% -$6.06K 0.05% 92
2024
Q1 		$420K Buy
+2,660
New +$401K 0.06% 91
2023
Q4 		– Sell
-2,744
Closed -$463K – 143
2023
Q3 		$463K Sell
2,744
-33
-1% -$5.33K 0.09% 68
2023
Q2 		$437K Buy
2,777
+58
+2% +$9.3K 0.08% 73
2023
Q1 		$444K Buy
2,719
+10
+0.4% +$1.68K 0.09% 75
2022
Q4 		$486K Sell
2,709
-1,186
-30% -$207K 0.1% 68
2022
Q3 		$560K Buy
3,895
+2,170
+126% +$331K 0.13% 55
2022
Q2 		$250K Hold
1,725
– – 0.06% 95
2022
Q1 		$281K Hold
1,725
– – 0.06% 90
2021
Q4 		$202K Buy
+1,725
New +$196K 0.04% 122
2019
Q3 		– Sell
-1,646
Closed -$205K – 60
2019
Q2 		$205K Hold
1,646
– – 0.1% 57
2019
Q1 		$203K Buy
+1,646
New +$195K 0.1% 57
2018
Q4 		– Sell
-1,746
Closed -$214K – 59
2018
Q3 		$214K Hold
1,746
– – 0.1% 56
2018
Q2 		$221K Buy
+1,746
New +$217K 0.11% 53
2017
Q3 		– Sell
-1,943
Closed -$203K – 53
2017
Q2 		$203K Buy
+1,943
New +$206K 0.12% 52

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summit Financial Strategies's CVX Position: Q2 2026 in Review

Summit Financial Strategies held its Chevron (CVX) position steady in Q2 2026 at 3,034 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #98.

Summit Financial Strategies first reported a position in CVX in Q2 2017 and has held it in 23 quarters since. The position peaked at $628K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Summit Financial Strategies held 3,034 shares of Chevron worth $503K as of Q2 2026.
  • Summit Financial Strategies left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #98 holding.
  • Summit Financial Strategies first reported a position in Chevron in Q2 2017 and has held it in 23 quarters since.
  • Summit Financial Strategies's Chevron position peaked at $628K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.