Summit Securities Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Sell |
6,348
-6,954
| -52% | -$1.27M | 0.16% | 71 |
|
|
2025
Q4 | $2.03M | Buy |
13,302
+1,763
| +15% | +$269K | 0.26% | 70 |
|
|
2025
Q3 | $1.79M | Buy |
11,539
+10,283
| +819% | +$1.59M | 0.37% | 64 |
|
|
2025
Q2 | $180K | Buy |
1,256
+156
| +14% | +$22K | 0.03% | 274 |
|
|
2025
Q1 | $184K | Buy |
+1,100
| New | +$172K | 0.03% | 179 |
|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$149K | – | 643 |
|
|
2024
Q2 | $156K | Sell |
1,000
-26,700
| -96% | -$4.26M | 0.03% | 183 |
|
|
2024
Q1 | $4.37M | Buy |
+27,700
| New | +$4.18M | 0.72% | 23 |
|
|
2023
Q3 | – | Sell |
-2,565
| Closed | -$404K | – | 658 |
|
|
2023
Q2 | $404K | Sell |
2,565
-702
| -21% | -$113K | 0.05% | 156 |
|
|
2023
Q1 | $533K | Sell |
3,267
-80,931
| -96% | -$13.6M | 0.04% | 136 |
|
|
2022
Q4 | $15.1M | Buy |
84,198
+57,523
| +216% | +$10M | 0.57% | 41 |
|
|
2022
Q3 | $3.83M | Sell |
26,675
-27,216
| -51% | -$4.15M | 0.29% | 58 |
|
|
2022
Q2 | $7.8M | Buy |
53,891
+12,191
| +29% | +$2.02M | 0.97% | 20 |
|
|
2022
Q1 | $6.79M | Sell |
41,700
-9,400
| -18% | -$1.35M | 0.76% | 20 |
|
|
2021
Q4 | $6M | Buy |
51,100
+19,106
| +60% | +$2.17M | 0.28% | 70 |
|
|
2021
Q3 | $3.25M | Buy |
31,994
+3,292
| +11% | +$328K | 0.25% | 95 |
|
|
2021
Q2 | $3.01M | Buy |
28,702
+12,827
| +81% | +$1.35M | 0.25% | 89 |
|
|
2021
Q1 | $1.66M | Sell |
15,875
-1,925
| -11% | -$188K | 0.18% | 123 |
|
|
2020
Q4 | $1.5M | Sell |
17,800
-4,200
| -19% | -$340K | 0.13% | 183 |
|
|
2020
Q3 | $1.58M | Buy |
22,000
+5,300
| +32% | +$446K | 0.17% | 112 |
|
|
2020
Q2 | $1.49M | Sell |
16,700
-2,600
| -13% | -$233K | 0.19% | 105 |
|
|
2020
Q1 | $1.4M | Buy |
19,300
+17,300
| +865% | +$1.71M | 0.25% | 88 |
|
|
2019
Q4 | $241K | Sell |
2,000
-600
| -23% | -$70.7K | 0.02% | 378 |
|
|
2019
Q3 | $308K | Sell |
2,600
-28,411
| -92% | -$3.45M | 0.03% | 251 |
|
|
2019
Q2 | $3.86M | Buy |
+31,011
| New | +$3.75M | 0.45% | 48 |
|
|
2018
Q4 | – | Sell |
-1,800
| Closed | -$209K | – | 314 |
|
|
2018
Q3 | $220K | Sell |
1,800
-8,600
| -83% | -$1.04M | 0.08% | 140 |
|
|
2018
Q2 | $1.31M | Buy |
10,400
+7,300
| +235% | +$906K | 0.19% | 69 |
|
|
2018
Q1 | $354K | Sell |
3,100
-200
| -6% | -$23.9K | 0.09% | 104 |
|
|
2017
Q4 | $413K | Sell |
3,300
-800
| -20% | -$94.9K | 0.05% | 108 |
|
|
2017
Q3 | $482K | Buy |
+4,100
| New | +$448K | 0.08% | 108 |
|
|
2017
Q1 | – | Sell |
-22,700
| Closed | -$2.67M | – | 309 |
|
|
2016
Q4 | $2.67M | Buy |
+22,700
| New | +$2.47M | 0.58% | 37 |
|
|
2016
Q3 | – | Sell |
-4,900
| Closed | -$514K | – | 186 |
|
|
2016
Q2 | $514K | Buy |
+4,900
| New | +$493K | 0.27% | 88 |
|
|
2016
Q1 | – | Sell |
-9,800
| Closed | -$882K | – | 185 |
|
|
2015
Q4 | $882K | Buy |
+9,800
| New | +$884K | 0.28% | 59 |
|
|
2015
Q2 | – | Sell |
-1,300
| Closed | -$136K | – | 489 |
|
|
2015
Q1 | $136K | Sell |
1,300
-100
| -7% | -$10.7K | 0.1% | 109 |
|
|
2014
Q4 | $157K | Sell |
1,400
-2,736
| -66% | -$311K | 0.05% | 224 |
|
|
2014
Q3 | $494K | Buy |
4,136
+236
| +6% | +$30.1K | 0.14% | 107 |
|
|
2014
Q2 | $509K | Buy |
3,900
+2,100
| +117% | +$261K | 0.17% | 91 |
|
|
2014
Q1 | $214K | Sell |
1,800
-3,600
| -67% | -$419K | 0.13% | 93 |
|
|
2013
Q4 | $675K | Buy |
5,400
+3,000
| +125% | +$363K | 0.12% | 87 |
|
|
2013
Q3 | $292K | Sell |
2,400
-900
| -27% | -$111K | 0.1% | 93 |
|
|
2013
Q2 | $391K | Buy |
+3,300
| New | +$399K | 0.19% | 76 |
|
Other funds holding CVX
VCM
VPM
Summit Securities Group's CVX Position: Q1 2026 in Review
Summit Securities Group reduced its Chevron (CVX) stake by 52% in Q1 2026, selling an estimated $1.27M and leaving 6,348 shares worth $1.31M. The position accounts for 0.16% of the portfolio, ranked #71.
Summit Securities Group first reported a position in CVX in Q2 2013 and has held it in 40 quarters since. The position peaked at $15.1M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Summit Securities Group held 6,348 shares of Chevron worth $1.31M as of Q1 2026.
- Summit Securities Group sold 6,954 Chevron shares in Q1 2026, an estimated $1.27M.
- Chevron made up 0.16% of Summit Securities Group's portfolio in Q1 2026, its #71 holding.
- Summit Securities Group first reported a position in Chevron in Q2 2013 and has held it in 40 quarters since.
- Summit Securities Group's Chevron position peaked at $15.1M in Q4 2022.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.