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Summit Wealth Partners’s Chevron CVX Stock Holding History

Summit Wealth Partners’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 		$785K Buy
3,795
+2,425
+177% +$442K 0.12% 122
2025
Q4 		$209K Sell
1,370
-479
-26% -$73K 0.04% 198
2025
Q3 		$287K Hold
1,849
– – 0.05% 182
2025
Q2 		$265K Sell
1,849
-280
-13% -$39.5K 0.05% 190
2025
Q1 		$356K Buy
2,129
+50
+2% +$7.83K 0.07% 157
2024
Q4 		$301K Sell
2,079
-75
-3% -$11.5K 0.06% 165
2024
Q3 		$317K Buy
2,154
+280
+15% +$41.7K 0.06% 186
2024
Q2 		$293K Hold
1,874
– – 0.06% 185
2024
Q1 		$296K Buy
1,874
+1
+0.1% +$151 0.06% 178
2023
Q4 		$279K Hold
1,873
– – 0.06% 172
2023
Q3 		$316K Buy
1,873
+350
+23% +$56.5K 0.08% 136
2023
Q2 		$240K Sell
1,523
-564
-27% -$90.4K 0.06% 164
2023
Q1 		$341K Hold
2,087
– – 0.09% 136
2022
Q4 		$375K Buy
2,087
+13
+0.6% +$2.27K 0.1% 128
2022
Q3 		$298K Buy
+2,074
New +$316K 0.08% 126
2022
Q2 		– Sell
-1,266
Closed -$206K – 165
2022
Q1 		$206K Buy
+1,266
New +$182K 0.05% 160
2020
Q3 		– Sell
-2,586
Closed -$231K – 149
2020
Q2 		$231K Buy
+2,586
New +$232K 0.07% 130
2020
Q1 		– Sell
-2,236
Closed -$269K – 112
2019
Q4 		$269K Buy
+2,236
New +$263K 0.09% 97

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 Wealth Partners's CVX Position: Q1 2026 in Review

Summit Wealth Partners increased its Chevron (CVX) stake by 177% in Q1 2026, buying an estimated $442K and bringing the position to 3,795 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #122.

Summit Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Summit Wealth Partners held 3,795 shares of Chevron worth $785K as of Q1 2026.
  • Summit Wealth Partners bought 2,425 Chevron shares in Q1 2026, an estimated $442K.
  • Chevron made up 0.12% of Summit Wealth Partners's portfolio in Q1 2026, its #122 holding.
  • Summit Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.