Summit Financial Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.33M | Sell |
32,164
-1,101
| -3% | -$205K | 0.68% | 33 |
|
|
2026
Q1 | $6.88M | Buy |
33,265
+329
| +1% | +$60K | 0.98% | 29 |
|
|
2025
Q4 | $5.02M | Buy |
32,936
+586
| +2% | +$89.3K | 0.72% | 34 |
|
|
2025
Q3 | $5M | Buy |
32,350
+547
| +2% | +$84.7K | 0.77% | 33 |
|
|
2025
Q2 | $4.55M | Buy |
31,803
+2,530
| +9% | +$357K | 0.82% | 34 |
|
|
2025
Q1 | $4.9M | Sell |
29,273
-97
| -0.3% | -$15.2K | 0.97% | 26 |
|
|
2024
Q4 | $4.39M | Sell |
29,370
-1,476
| -5% | -$226K | 0.86% | 30 |
|
|
2024
Q3 | $4.54M | Buy |
30,846
+2,773
| +10% | +$413K | 0.85% | 28 |
|
|
2024
Q2 | $4.39M | Buy |
28,073
+39
| +0.1% | +$6.22K | 0.89% | 27 |
|
|
2024
Q1 | $4.42M | Buy |
28,034
+266
| +1% | +$40.1K | 0.9% | 28 |
|
|
2023
Q4 | $4.14M | Buy |
27,768
+240
| +0.9% | +$36.3K | 0.94% | 28 |
|
|
2023
Q3 | $3.98M | Buy |
27,528
+2,478
| +10% | +$400K | 0.98% | 28 |
|
|
2023
Q2 | $3.94M | Sell |
25,050
-172
| -0.7% | -$27.6K | 0.91% | 29 |
|
|
2023
Q1 | $4.12M | Sell |
25,222
-763
| -3% | -$128K | 0.98% | 29 |
|
|
2022
Q4 | $4.66M | Buy |
25,985
+10,536
| +68% | +$1.84M | 1.13% | 27 |
|
|
2022
Q3 | $2.75M | Sell |
15,449
-43
| -0.3% | -$6.56K | 0.79% | 30 |
|
|
2022
Q2 | $2.3M | Sell |
15,492
-215
| -1% | -$35.5K | 0.55% | 36 |
|
|
2022
Q1 | $2.56M | Sell |
15,707
-2,490
| -14% | -$357K | 0.52% | 38 |
|
|
2021
Q4 | $2.21M | Buy |
18,197
+130
| +0.7% | +$14.8K | 0.43% | 39 |
|
|
2021
Q3 | $1.83M | Buy |
18,067
+250
| +1% | +$24.9K | 0.42% | 39 |
|
|
2021
Q2 | $1.87M | Buy |
17,817
+672
| +4% | +$70.9K | 0.42% | 39 |
|
|
2021
Q1 | $1.45M | Buy |
17,145
+1,425
| +9% | +$139K | 0.37% | 39 |
|
|
2020
Q4 | $1.13M | Sell |
15,720
-2,591
| -14% | -$210K | 0.31% | 42 |
|
|
2020
Q3 | $1.32M | Sell |
18,311
-395
| -2% | -$33.2K | 0.35% | 42 |
|
|
2020
Q2 | $1.61M | Sell |
18,706
-1,484
| -7% | -$133K | 0.43% | 39 |
|
|
2020
Q1 | $1.62M | Buy |
20,190
+159
| +0.8% | +$15.7K | 0.51% | 36 |
|
|
2019
Q4 | $2.21M | Sell |
20,031
-573
| -3% | -$67.5K | 0.54% | 41 |
|
|
2019
Q3 | $2.39M | Sell |
20,604
-1,178
| -5% | -$143K | 0.59% | 38 |
|
|
2019
Q2 | $2.71M | Sell |
21,782
-2,415
| -10% | -$292K | 0.66% | 40 |
|
|
2019
Q1 | $3M | Sell |
24,197
-810
| -3% | -$95.8K | 0.79% | 38 |
|
|
2018
Q4 | $2.72M | Buy |
25,007
+1,213
| +5% | +$141K | 0.88% | 34 |
|
|
2018
Q3 | $2.78M | Buy |
23,794
+8,738
| +58% | +$1.06M | 0.83% | 41 |
|
|
2018
Q2 | $1.72M | Sell |
15,056
-315
| -2% | -$39.1K | 0.57% | 51 |
|
|
2018
Q1 | $1.75M | Sell |
15,371
-95
| -0.6% | -$11.4K | 0.58% | 51 |
|
|
2017
Q4 | $1.94M | Sell |
15,466
-927
| -6% | -$110K | 0.67% | 46 |
|
|
2017
Q3 | $1.93M | Sell |
16,393
-2,950
| -15% | -$322K | 0.7% | 45 |
|
|
2017
Q2 | $2.02M | Sell |
19,343
-1,345
| -7% | -$142K | 0.8% | 39 |
|
|
2017
Q1 | $2.22M | Sell |
20,688
-6,123
| -23% | -$687K | 0.97% | 37 |
|
|
2016
Q4 | $3.16M | Sell |
26,811
-1,655
| -6% | -$180K | 1.39% | 24 |
|
|
2016
Q3 | $2.93M | Sell |
28,466
-2,703
| -9% | -$276K | 1.27% | 27 |
|
|
2016
Q2 | $3.27M | Sell |
31,169
-920
| -3% | -$92.5K | 1.36% | 26 |
|
|
2016
Q1 | $3.06M | Buy |
32,089
+3,296
| +11% | +$288K | 1.34% | 24 |
|
|
2015
Q4 | $2.59M | Buy |
28,793
+5,271
| +22% | +$475K | 1.19% | 28 |
|
|
2015
Q3 | $1.85M | Sell |
23,522
-1,020
| -4% | -$85.9K | 1.2% | 28 |
|
|
2015
Q2 | $2.37M | Buy |
24,542
+1,823
| +8% | +$191K | 1.46% | 23 |
|
|
2015
Q1 | $2.45M | Buy |
22,719
+13,942
| +159% | +$1.49M | 1.66% | 21 |
|
|
2014
Q4 | $985K | Buy |
+8,777
| New | +$997K | 0.68% | 31 |
|
Other funds holding CVX
AACR
Summit Financial Wealth Advisors's CVX Position: Q2 2026 in Review
Summit Financial Wealth Advisors reduced its Chevron (CVX) stake by 3.3% in Q2 2026, selling an estimated $205K and leaving 32,164 shares worth $5.33M. The position accounts for 0.68% of the portfolio, ranked #33.
Summit Financial Wealth Advisors first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.88M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Summit Financial Wealth Advisors held 32,164 shares of Chevron worth $5.33M as of Q2 2026.
- Summit Financial Wealth Advisors sold 1,101 Chevron shares in Q2 2026, an estimated $205K.
- Chevron made up 0.68% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #33 holding.
- Summit Financial Wealth Advisors first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
- Summit Financial Wealth Advisors's Chevron position peaked at $6.88M in Q1 2026.
- 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.