Summit Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Buy |
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|
2025
Q1 | $6.04M | Buy |
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|
2024
Q4 | $4.22M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $817K | Buy |
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|
2023
Q1 | $695K | Sell |
|
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|
2022
Q4 | $772K | Sell |
|
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.36M | Buy |
|
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|
2021
Q4 | $902K | Buy |
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|
2021
Q3 | $728K | Buy |
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|
2021
Q2 | $310K | Buy |
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