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Summit Securities Group’s Chevron CVX Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-25,000
Closed -$3.62M – 857
2024
Q4 		$3.62M Buy
25,000
+18,000
+257% +$2.76M 0.75% 33
2024
Q3 		$1.03M Buy
+7,000
New +$1.04M 0.27% 54
2024
Q2 		– Sell
-10,000
Closed -$1.58M – 617
2024
Q1 		$1.58M Sell
10,000
-65,000
-87% -$9.81M 0.26% 49
2023
Q4 		$11.2M Buy
+75,000
New +$11.3M 1.01% 17
2023
Q2 		– Sell
-15,000
Closed -$2.45M – 918
2023
Q1 		$2.45M Hold
15,000
– – 0.2% 59
2022
Q4 		$2.69M Buy
+15,000
New +$2.62M 0.1% 105
2022
Q2 		– Sell
-21,000
Closed -$3.42M – 1002
2022
Q1 		$3.42M Sell
21,000
-12,500
-37% -$1.79M 0.38% 44
2021
Q4 		$3.93M Buy
33,500
+33,452
+69,692% +$3.8M 0.18% 95
2021
Q3 		$487K Sell
48
-72
-60% -$7.18K 0.04% 402
2021
Q2 		$1.26M Buy
+120
New +$12.7K 0.1% 210
2021
Q1 		– Sell
-100
Closed -$845K – 595
2020
Q4 		$845K Buy
+100
New +$8.1K 0.07% 258
2020
Q3 		– Sell
-110
Closed -$982K – 396
2020
Q2 		$982K Buy
110
+10
+10% +$895 0.12% 151
2020
Q1 		$725K Buy
100
+62
+163% +$6.13K 0.13% 138
2019
Q4 		$458K Sell
38
-37
-49% -$4.36K 0.03% 294
2019
Q3 		$890K Sell
75
-331
-82% -$40.2K 0.08% 145
2019
Q2 		$5.05M Buy
+406
New +$49.1K 0.59% 35
2019
Q1 		– Sell
-200
Closed -$2.18M – 229
2018
Q4 		$2.18M Buy
+200
New +$23.2K 0.19% 80
2015
Q4 		– Sell
-5
Closed -$3K – 310
2015
Q3 		$3K Buy
+5
New +$421 ﹤0.01% 298
2014
Q4 		– Sell
-84
Closed -$47K – 630
2014
Q3 		$47K Buy
+84
New +$10.7K 0.01% 400

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 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.