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Summit Wealth Group (Colorado)’s Chevron CVX Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$851K Buy
5,134
+976
+23% +$182K 0.07% 144
2026
Q1 		$860K Buy
4,158
+1,193
+40% +$218K 0.09% 120
2025
Q4 		$452K Buy
+2,965
New +$452K 0.06% 156
2025
Q3 		– Sell
-2,855
Closed -$409K – 296
2025
Q2 		$409K Buy
+2,855
New +$402K 0.1% 147

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CVX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $182K and bringing the position to 5,134 shares worth $851K. The position accounts for 0.07% of the portfolio, ranked #144.

Summit Wealth Group (Colorado) first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $860K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,134 shares of Chevron worth $851K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 976 Chevron shares in Q2 2026, an estimated $182K.
  • Chevron made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #144 holding.
  • Summit Wealth Group (Colorado) first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Chevron position peaked at $860K in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.