Summit Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Buy |
45,633
+9,554
| +26% | +$1.37M | 0.15% | 123 |
|
|
2025
Q1 | $6.04M | Buy |
36,079
+6,920
| +24% | +$1.16M | 0.17% | 120 |
|
|
2024
Q4 | $4.22M | Buy |
29,159
+13,934
| +92% | +$2.02M | 0.15% | 121 |
|
|
2024
Q3 | $2.24M | Buy |
15,225
+3,804
| +33% | +$560K | 0.09% | 167 |
|
|
2024
Q2 | $1.79M | Buy |
11,421
+4,442
| +64% | +$695K | 0.08% | 168 |
|
|
2024
Q1 | $1.1M | Buy |
6,979
+28
| +0.4% | +$4.42K | 0.07% | 174 |
|
|
2023
Q4 | $1.04M | Buy |
6,951
+139
| +2% | +$20.7K | 0.07% | 168 |
|
|
2023
Q3 | $1.15M | Buy |
6,812
+1,618
| +31% | +$273K | 0.08% | 148 |
|
|
2023
Q2 | $817K | Buy |
5,194
+935
| +22% | +$147K | 0.06% | 174 |
|
|
2023
Q1 | $695K | Sell |
4,259
-41
| -1% | -$6.69K | 0.06% | 150 |
|
|
2022
Q4 | $772K | Sell |
4,300
-3,149
| -42% | -$565K | 0.07% | 136 |
|
|
2022
Q3 | $1.07M | Sell |
7,449
-830
| -10% | -$119K | 0.1% | 102 |
|
|
2022
Q2 | $1.2M | Sell |
8,279
-91
| -1% | -$13.2K | 0.11% | 85 |
|
|
2022
Q1 | $1.36M | Buy |
8,370
+680
| +9% | +$111K | 0.11% | 92 |
|
|
2021
Q4 | $902K | Buy |
7,690
+510
| +7% | +$59.8K | 0.07% | 116 |
|
|
2021
Q3 | $728K | Buy |
7,180
+4,223
| +143% | +$428K | 0.06% | 105 |
|
|
2021
Q2 | $310K | Buy |
+2,957
| New | +$310K | 0.03% | 127 |
|