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Summit Wealth & Retirement Planning’s Chevron CVX Stock Holding History

Summit Wealth & Retirement Planning’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 		$291K Buy
+1,406
New +$256K 0.07% 86
2025
Q2 		– Sell
-1,280
Closed -$214K – 102
2025
Q1 		$214K Buy
+1,280
New +$200K 0.07% 73
2024
Q1 		– Sell
-2,425
Closed -$362K – 67
2023
Q4 		$362K Buy
2,425
+716
+42% +$108K 0.15% 43
2023
Q3 		$288K Buy
1,709
+1
+0.1% +$162 0.12% 51
2023
Q2 		$269K Sell
1,708
-224
-12% -$35.9K 0.11% 53
2023
Q1 		$315K Sell
1,932
-544
-22% -$91.2K 0.12% 79
2022
Q4 		$444K Buy
2,476
+901
+57% +$157K 0.18% 67
2022
Q3 		$226K Buy
1,575
+1
+0.1% +$153 0.09% 100
2022
Q2 		$228K Buy
1,574
+1
+0.1% +$165 0.09% 106
2022
Q1 		$256K Buy
+1,573
New +$226K 0.09% 93
2021
Q1 		– Sell
-13,735
Closed -$1.16M – 107
2020
Q4 		$1.16M Sell
13,735
-723
-5% -$58.5K 0.44% 41
2020
Q3 		$1.04M Sell
14,458
-246
-2% -$20.7K 0.45% 40
2020
Q2 		$1.31M Sell
14,704
-170
-1% -$15.2K 0.62% 38
2020
Q1 		$1.08M Buy
14,874
+81
+0.5% +$8K 0.58% 43
2019
Q4 		$1.78M Sell
14,793
-99
-0.7% -$11.7K 0.79% 29
2019
Q3 		$1.77M Sell
14,892
-694
-4% -$84.3K 1.07% 20
2019
Q2 		$1.94M Buy
15,586
+2
+0% +$242 1.13% 19
2019
Q1 		$1.92M Sell
15,584
-121
-0.8% -$14.3K 1.14% 18
2018
Q4 		$1.71M Buy
+15,705
New +$1.82M 1.3% 19

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 & Retirement Planning's CVX Position: Q1 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Chevron (CVX) in Q1 2026: 1,406 shares worth $291K. The stake represents 0.07% of the portfolio and ranks #86 among its holdings. This is a return to the name: Summit Wealth & Retirement Planning previously reported a position in CVX as recently as Q1 2025.

Summit Wealth & Retirement Planning first reported a position in CVX in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.94M in Q2 2019. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,406 shares of Chevron worth $291K as of Q1 2026.
  • Chevron was a new Summit Wealth & Retirement Planning position in Q1 2026.
  • Chevron made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #86 holding.
  • Summit Wealth & Retirement Planning first reported a position in Chevron in Q4 2018 and has held it in 19 quarters since.
  • Summit Wealth & Retirement Planning's Chevron position peaked at $1.94M in Q2 2019.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.