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Summit Global Investments’s Chevron CVX Stock Holding History

Summit Global Investments’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 		$2.84M Sell
13,712
-1,825
-12% -$333K 0.17% 69
2025
Q4 		$2.37M Buy
15,537
+12,812
+470% +$1.95M 0.14% 87
2025
Q3 		$423K Buy
2,725
+67
+3% +$10.4K 0.02% 336
2025
Q2 		$381K Sell
2,658
-324
-11% -$45.7K 0.02% 348
2025
Q1 		$499K Sell
2,982
-829
-22% -$130K 0.04% 290
2024
Q4 		$552K Sell
3,811
-1,973
-34% -$302K 0.03% 342
2024
Q3 		$852K Buy
5,784
+1,197
+26% +$178K 0.05% 262
2024
Q2 		$717K Sell
4,587
-14,173
-76% -$2.26M 0.05% 294
2024
Q1 		$2.96M Sell
18,760
-31,029
-62% -$4.68M 0.22% 91
2023
Q4 		$7.43M Buy
49,789
+11,103
+29% +$1.68M 0.49% 44
2023
Q3 		$6.52M Buy
38,686
+20,406
+112% +$3.3M 0.43% 52
2023
Q2 		$2.88M Sell
18,280
-27,419
-60% -$4.4M 0.19% 112
2023
Q1 		$7.46M Sell
45,699
-15,333
-25% -$2.57M 0.58% 38
2022
Q4 		$11M Buy
61,032
+35,407
+138% +$6.18M 0.92% 22
2022
Q3 		$3.68M Sell
25,625
-69,668
-73% -$10.6M 0.34% 88
2022
Q2 		$13.8M Buy
95,293
+9,682
+11% +$1.6M 1.22% 20
2022
Q1 		$13.9M Sell
85,611
-557
-0.6% -$79.9K 1.03% 22
2021
Q4 		$10.1M Buy
86,168
+13,934
+19% +$1.58M 0.65% 38
2021
Q3 		$7.33M Buy
72,234
+50,484
+232% +$5.04M 0.55% 46
2021
Q2 		$2.27M Sell
21,750
-116,484
-84% -$12.3M 0.14% 122
2021
Q1 		$14.5M Buy
138,234
+135,739
+5,440% +$13.3M 0.93% 21
2020
Q4 		$211K Buy
+2,495
New +$202K 0.02% 248
2018
Q1 		– Sell
-4,470
Closed -$560K – 281
2017
Q4 		$560K Sell
4,470
-3,445
-44% -$409K 0.09% 177
2017
Q3 		$930K Buy
7,915
+4,023
+103% +$439K 0.15% 92
2017
Q2 		$406K Sell
3,892
-14,347
-79% -$1.52M 0.12% 232
2017
Q1 		$1.96M Sell
18,239
-89
-0.5% -$9.98K 0.64% 50
2016
Q4 		$2.16M Buy
+18,328
New +$2M 0.78% 40

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 $295B AUM 31.6% 1-Year Est. Return

Summit Global Investments's CVX Position: Q1 2026 in Review

Summit Global Investments reduced its Chevron (CVX) stake by 12% in Q1 2026, selling an estimated $333K and leaving 13,712 shares worth $2.84M. The position accounts for 0.17% of the portfolio, ranked #69.

Summit Global Investments first reported a position in CVX in Q4 2016 and has held it in 27 quarters since. The position peaked at $14.5M in Q1 2021. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Summit Global Investments held 13,712 shares of Chevron worth $2.84M as of Q1 2026.
  • Summit Global Investments sold 1,825 Chevron shares in Q1 2026, an estimated $333K.
  • Chevron made up 0.17% of Summit Global Investments's portfolio in Q1 2026, its #69 holding.
  • Summit Global Investments first reported a position in Chevron in Q4 2016 and has held it in 27 quarters since.
  • Summit Global Investments's Chevron position peaked at $14.5M in Q1 2021.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.