Chevron Corporation shares owned by Summit Financial
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 50k | 155.29 |
| 2025-06-30 | $6.5M | 46k | 143.19 |
| 2025-03-31 | $6.0M | 36k | 167.29 |
| 2024-12-31 | $4.2M | 29k | 144.84 |
| 2024-09-30 | $2.2M | 15k | 147.27 |
| 2024-06-30 | $1.8M | 11k | 156.41 |
| 2024-03-31 | $1.1M | 7.0k | 157.73 |
| 2023-12-31 | $1.0M | 7.0k | 149.16 |
| 2023-09-30 | $1.1M | 6.8k | 168.62 |
| 2023-06-30 | $817k | 5.2k | 157.35 |
| 2023-03-31 | $695k | 4.3k | 163.14 |
| 2022-12-31 | $772k | 4.3k | 179.51 |
| 2022-09-30 | $1.1M | 7.4k | 143.68 |
| 2022-06-30 | $1.2M | 8.3k | 144.79 |
| 2022-03-31 | $1.4M | 8.4k | 162.83 |
| 2021-12-31 | $902k | 7.7k | 117.35 |
| 2021-09-30 | $728k | 7.2k | 101.45 |
| 2021-06-30 | $310k | 3.0k | 104.74 |