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Summit Financial’s Chevron CVX Stock Holding History

Summit Financial’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
Q1 		$14.5M Buy
69,933
+16,555
+31% +$3.02M 0.18% 99
2025
Q4 		$8.14M Buy
53,378
+3,883
+8% +$591K 0.12% 161
2025
Q3 		$7.69M Buy
49,495
+3,862
+8% +$598K 0.12% 158
2025
Q2 		$6.53M Buy
45,633
+9,554
+26% +$1.35M 0.15% 123
2025
Q1 		$6.04M Buy
36,079
+6,920
+24% +$1.08M 0.17% 120
2024
Q4 		$4.22M Buy
29,159
+13,934
+92% +$2.13M 0.15% 121
2024
Q3 		$2.24M Buy
15,225
+3,804
+33% +$566K 0.09% 167
2024
Q2 		$1.79M Buy
11,421
+4,442
+64% +$708K 0.08% 168
2024
Q1 		$1.1M Buy
6,979
+28
+0.4% +$4.22K 0.07% 174
2023
Q4 		$1.04M Buy
6,951
+139
+2% +$21K 0.07% 168
2023
Q3 		$1.15M Buy
6,812
+1,618
+31% +$261K 0.08% 148
2023
Q2 		$817K Buy
5,194
+935
+22% +$150K 0.06% 174
2023
Q1 		$695K Sell
4,259
-41
-1% -$6.87K 0.06% 150
2022
Q4 		$772K Sell
4,300
-3,149
-42% -$550K 0.07% 136
2022
Q3 		$1.07M Sell
7,449
-830
-10% -$127K 0.1% 102
2022
Q2 		$1.2M Sell
8,279
-91
-1% -$15K 0.11% 85
2022
Q1 		$1.36M Buy
8,370
+680
+9% +$97.5K 0.11% 92
2021
Q4 		$902K Buy
7,690
+510
+7% +$57.9K 0.07% 116
2021
Q3 		$728K Buy
7,180
+4,223
+143% +$421K 0.06% 105
2021
Q2 		$310K Buy
+2,957
New +$312K 0.03% 127

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Financial's CVX Position: Q1 2026 in Review

Summit Financial increased its Chevron (CVX) stake by 31% in Q1 2026, buying an estimated $3.02M and bringing the position to 69,933 shares worth $14.5M. The position accounts for 0.18% of the portfolio, ranked #99.

Summit Financial first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Summit Financial held 69,933 shares of Chevron worth $14.5M as of Q1 2026.
  • Summit Financial bought 16,555 Chevron shares in Q1 2026, an estimated $3.02M.
  • Chevron made up 0.18% of Summit Financial's portfolio in Q1 2026, its #99 holding.
  • Summit Financial first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.