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Summit Wealth Group’s Chevron CVX Stock Holding History

Summit Wealth 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
2026
Q2 		$411K Sell
2,479
-251
-9% -$46.7K 0.08% 89
2026
Q1 		$565K Buy
2,730
+472
+21% +$86.1K 0.13% 68
2025
Q4 		$344K Buy
2,258
+62
+3% +$9.44K 0.08% 91
2025
Q3 		$341K Hold
2,196
– – 0.08% 84
2025
Q2 		$314K Sell
2,196
-70
-3% -$9.87K 0.08% 85
2025
Q1 		$379K Buy
2,266
+3
+0.1% +$470 0.11% 66
2024
Q4 		$328K Sell
2,263
-30
-1% -$4.59K 0.1% 72
2024
Q3 		$338K Buy
2,293
+16
+0.7% +$2.38K 0.1% 67
2024
Q2 		$356K Buy
+2,277
New +$363K 0.11% 63
2023
Q3 		– Sell
-2,238
Closed -$352K – 45
2023
Q2 		$352K Sell
2,238
-369,114
-99% -$59.2M 0.14% 53
2023
Q1 		$2K Buy
+371,352
New +$62.3M 0.05% 83
2021
Q4 		– Sell
-2,752
Closed -$279K – 33
2021
Q3 		$279K Buy
+2,752
New +$274K 0.44% 35
2021
Q1 		– Sell
-2,678
Closed -$226K – 188
2020
Q4 		$226K Buy
+2,678
New +$217K 0.14% 39

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Summit Wealth Group reduced its Chevron (CVX) stake by 9.2% in Q2 2026, selling an estimated $46.7K and leaving 2,479 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #89.

Summit Wealth Group first reported a position in CVX in Q4 2020 and has held it in 13 quarters since. The position peaked at $565K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Summit Wealth Group held 2,479 shares of Chevron worth $411K as of Q2 2026.
  • Summit Wealth Group sold 251 Chevron shares in Q2 2026, an estimated $46.7K.
  • Chevron made up 0.08% of Summit Wealth Group's portfolio in Q2 2026, its #89 holding.
  • Summit Wealth Group first reported a position in Chevron in Q4 2020 and has held it in 13 quarters since.
  • Summit Wealth Group's Chevron position peaked at $565K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.