Summit Securities Group
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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
2024
Q1 		– Sell
-700
Closed -$104K – 551
2023
Q4 		$104K Buy
+700
New +$106K 0.01% 326
2023
Q1 		– Sell
-20,000
Closed -$3.59M – 897
2022
Q4 		$3.59M Buy
+20,000
New +$3.49M 0.14% 96
2022
Q3 		– Sell
-20,000
Closed -$2.9M – 971
2022
Q2 		$2.9M Buy
20,000
+5,600
+39% +$926K 0.36% 48
2022
Q1 		$2.34M Sell
14,400
-10,600
-42% -$1.52M 0.26% 74
2021
Q4 		$2.93M Buy
+25,000
New +$2.84M 0.14% 122
2021
Q3 		– Sell
-104
Closed -$1.09M – 723
2021
Q2 		$1.09M Buy
+104
New +$11K 0.09% 236
2021
Q1 		– Sell
-413
Closed -$3.49M – 596
2020
Q4 		$3.49M Buy
413
+85
+26% +$6.88K 0.29% 94
2020
Q3 		$2.36M Sell
328
-22
-6% -$1.85K 0.25% 84
2020
Q2 		$3.12M Sell
350
-244
-41% -$21.8K 0.39% 57
2020
Q1 		$4.3M Buy
594
+399
+205% +$39.4K 0.76% 34
2019
Q4 		$2.35M Sell
195
-95
-33% -$11.2K 0.18% 121
2019
Q3 		$3.44M Buy
290
+209
+258% +$25.4K 0.3% 58
2019
Q2 		$1.01M Buy
+81
New +$9.8K 0.12% 131
2019
Q1 		– Sell
-22
Closed -$239K – 230
2018
Q4 		$239K Buy
+22
New +$2.55K 0.02% 270
2018
Q3 		– Sell
-25
Closed -$316K – 205
2018
Q2 		$316K Buy
+25
New +$3.1K 0.05% 174
2017
Q1 		– Sell
-235
Closed -$2.77M – 310
2016
Q4 		$2.77M Buy
+235
New +$25.6K 0.6% 34
2014
Q3 		– Sell
-37
Closed -$1K – 718
2014
Q2 		$1K Buy
+37
New +$4.6K ﹤0.01% 523
2013
Q4 		– Sell
-24
Closed -$1K – 536
2013
Q3 		$1K Sell
24
-9
-27% -$1.11K ﹤0.01% 366
2013
Q2 		$1K Buy
+33
New +$3.99K ﹤0.01% 534

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summit Securities Group's CVX Position: Q3 2026 in Review

Summit Securities Group reduced its Chevron (CVX) stake by 16% in Q3 2026, selling an estimated $236K and leaving 6,400 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #104.

Summit Securities Group first reported a position in CVX in Q2 2013 and has held it in 42 quarters since. The position peaked at $15.1M in Q4 2022. 3,727 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Summit Securities Group held 6,400 shares of Chevron worth $1.31M as of Q3 2026.
  • Summit Securities Group sold 1,200 Chevron shares in Q3 2026, an estimated $236K.
  • Chevron made up 0.12% of Summit Securities Group's portfolio in Q3 2026, its #104 holding.
  • Summit Securities Group first reported a position in Chevron in Q2 2013 and has held it in 42 quarters since.
  • Summit Securities Group's Chevron position peaked at $15.1M in Q4 2022.
  • 3,727 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.