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Summit Trail Advisors’s Chevron CVX Stock Holding History

Summit Trail Advisors’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 		$17.5M Buy
84,456
+13,307
+19% +$2.43M 0.25% 50
2025
Q4 		$10.8M Sell
71,149
-2,586
-4% -$394K 0.19% 72
2025
Q3 		$11.5M Buy
73,735
+11,922
+19% +$1.85M 0.16% 76
2025
Q2 		$8.85M Buy
+61,813
New +$8.71M 0.15% 78
2024
Q4 		– Sell
-46,015
Closed -$6.78M – 480
2024
Q3 		$6.78M Buy
46,015
+3,645
+9% +$543K 0.17% 61
2024
Q2 		$6.63M Buy
42,370
+9,600
+29% +$1.53M 0.17% 54
2024
Q1 		$5.17M Buy
32,770
+20,321
+163% +$3.07M 0.14% 61
2023
Q4 		$1.86M Sell
12,449
-1,953
-14% -$295K 0.06% 109
2023
Q3 		$2.43M Buy
14,402
+2,376
+20% +$384K 0.09% 87
2023
Q2 		$1.89M Buy
12,026
+6,726
+127% +$1.08M 0.07% 103
2023
Q1 		$865K Buy
5,300
+332
+7% +$55.7K 0.03% 145
2022
Q4 		$892K Buy
4,968
+772
+18% +$135K 0.04% 126
2022
Q3 		$603K Buy
4,196
+102
+2% +$15.6K 0.03% 151
2022
Q2 		$593K Sell
4,094
-80
-2% -$13.2K 0.04% 164
2022
Q1 		$680K Buy
4,174
+1,086
+35% +$156K 0.06% 133
2021
Q4 		$362K Sell
3,088
-127
-4% -$14.4K 0.02% 202
2021
Q3 		$326K Buy
3,215
+549
+21% +$54.8K 0.02% 195
2021
Q2 		$279K Buy
2,666
+159
+6% +$16.8K 0.02% 183
2021
Q1 		$263K Sell
2,507
-72
-3% -$7.03K 0.03% 166
2020
Q4 		$218K Sell
2,579
-1,636
-39% -$132K 0.03% 172
2020
Q3 		$340K Buy
4,215
+1,856
+79% +$156K 0.07% 137
2020
Q2 		$210K Sell
2,359
-3,838
-62% -$344K 0.04% 149
2020
Q1 		$449K Buy
+6,197
New +$612K 0.12% 79
2019
Q4 		– Sell
-1,865
Closed -$221K – 79
2019
Q3 		$221K Buy
+1,865
New +$227K 0.08% 82
2018
Q2 		– Sell
-12,326
Closed -$1.15M – 524
2018
Q1 		$1.15M Buy
12,326
+949
+8% +$113K 0.19% 118
2017
Q4 		$1.48M Buy
+11,377
New +$1.35M 0.19% 109

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 Trail Advisors's CVX Position: Q1 2026 in Review

Summit Trail Advisors increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $2.43M and bringing the position to 84,456 shares worth $17.5M. The position accounts for 0.25% of the portfolio, ranked #50.

Summit Trail Advisors first reported a position in CVX in Q4 2017 and has held it in 26 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Summit Trail Advisors held 84,456 shares of Chevron worth $17.5M as of Q1 2026.
  • Summit Trail Advisors bought 13,307 Chevron shares in Q1 2026, an estimated $2.43M.
  • Chevron made up 0.25% of Summit Trail Advisors's portfolio in Q1 2026, its #50 holding.
  • Summit Trail Advisors first reported a position in Chevron in Q4 2017 and has held it in 26 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.