SummitTX Capital’s Chevron CVX Stock Holding History

SummitTX Capital’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
2025 Q3	–	Sell	-17,847	Closed	-$2.56M	–	804
2025 Q2	$2.56M	Sell	17,847 -4,902	-22%	-$691K	0.11%	217
2025 Q1	$3.81M	Buy	+22,749	New	+$3.56M	0.16%	148

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SummitTX Capital's CVX Position: Q3 2025 in Review

SummitTX Capital sold out of Chevron (CVX) in Q3 2025, closing a stake of 17,847 shares — an estimated $2.56M sold.

SummitTX Capital first reported a position in CVX in Q1 2025 and held it in 2 quarters. The position peaked at $3.81M in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

SummitTX Capital reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 17,847 Chevron shares in Q3 2025, an estimated $2.56M.
SummitTX Capital first reported a position in Chevron in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Chevron position peaked at $3.81M in Q1 2025.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.