Summit X LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
6,519
+138
| +2% | +$19.8K | 0.17% | 102 |
|
|
2025
Q1 | $1.07M | Sell |
6,381
-729
| -10% | -$122K | 0.22% | 89 |
|
|
2024
Q4 | $1.03M | Buy |
7,110
+4,896
| +221% | +$710K | 0.23% | 81 |
|
|
2024
Q3 | $346K | Buy |
2,214
+249
| +13% | +$38.9K | 0.08% | 141 |
|
|
2024
Q2 | $308K | Buy |
1,965
+311
| +19% | +$48.7K | 0.07% | 174 |
|
|
2024
Q1 | $261K | Buy |
1,654
+305
| +23% | +$48.2K | 0.07% | 171 |
|
|
2023
Q4 | $201K | Buy |
1,349
+51
| +4% | +$7.61K | 0.06% | 182 |
|
|
2023
Q3 | $219K | Sell |
1,298
-4,402
| -77% | -$743K | 0.07% | 161 |
|
|
2023
Q2 | $897K | Buy |
5,700
+1,052
| +23% | +$166K | 0.22% | 93 |
|
|
2023
Q1 | $758K | Buy |
4,648
+184
| +4% | +$30K | 0.2% | 110 |
|
|
2022
Q4 | $646K | Sell |
4,464
-383
| -8% | -$55.5K | 0.19% | 117 |
|
|
2022
Q3 | $696K | Buy |
4,847
+382
| +9% | +$54.9K | 0.21% | 108 |
|
|
2022
Q2 | $646K | Buy |
4,465
+81
| +2% | +$11.7K | 0.19% | 116 |
|
|
2022
Q1 | $717K | Buy |
4,384
+75
| +2% | +$12.3K | 0.18% | 120 |
|
|
2021
Q4 | $505K | Buy |
4,309
+381
| +10% | +$44.7K | 0.12% | 171 |
|
|
2021
Q3 | $416K | Buy |
3,928
+50
| +1% | +$5.3K | 0.1% | 191 |
|
|
2021
Q2 | $409K | Buy |
3,878
+203
| +6% | +$21.4K | 0.1% | 191 |
|
|
2021
Q1 | $387K | Buy |
+3,675
| New | +$387K | 0.11% | 192 |
|
|
2020
Q4 | – | Sell |
-854
| Closed | -$864 | – | 288 |
|
|
2020
Q3 | $864 | Buy |
+854
| New | +$864 | 0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-7,209
| Closed | -$866K | – | 203 |
|
|
2019
Q4 | $866K | Buy |
7,209
+540
| +8% | +$64.9K | 0.32% | 83 |
|
|
2019
Q3 | $791K | Buy |
6,669
+150
| +2% | +$17.8K | 0.32% | 85 |
|
|
2019
Q2 | $811K | Buy |
6,519
+35
| +0.5% | +$4.35K | 0.33% | 81 |
|
|
2019
Q1 | $800K | Buy |
6,484
+255
| +4% | +$31.5K | 0.34% | 78 |
|
|
2018
Q4 | $678K | Buy |
6,229
+1,975
| +46% | +$215K | 0.39% | 67 |
|
|
2018
Q3 | $519K | Buy |
4,254
+164
| +4% | +$20K | 0.25% | 106 |
|
|
2018
Q2 | $520K | Buy |
4,090
+573
| +16% | +$72.9K | 0.29% | 92 |
|
|
2018
Q1 | $406K | Buy |
3,517
+639
| +22% | +$73.8K | 0.24% | 112 |
|
|
2017
Q4 | $364K | Buy |
2,878
+236
| +9% | +$29.8K | 0.23% | 130 |
|
|
2017
Q3 | $312K | Buy |
2,642
+144
| +6% | +$17K | 0.21% | 135 |
|
|
2017
Q2 | $258K | Buy |
+2,498
| New | +$258K | 0.18% | 154 |
|