Chevron Corporation shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $384k | 2.6k | 147.27 |
| 2024-06-30 | $410k | 2.6k | 156.42 |
| 2024-03-31 | $420k | 2.7k | 157.77 |
| 2023-09-30 | $463k | 2.7k | 168.65 |
| 2023-06-30 | $437k | 2.8k | 157.35 |
| 2023-03-31 | $444k | 2.7k | 163.16 |
| 2022-12-31 | $486k | 2.7k | 179.49 |
| 2022-09-30 | $560k | 3.9k | 143.77 |
| 2022-06-30 | $250k | 1.7k | 144.93 |
| 2022-03-31 | $281k | 1.7k | 162.90 |
| 2021-12-31 | $202k | 1.7k | 117.10 |
| 2019-06-30 | $205k | 1.6k | 124.54 |
| 2019-03-31 | $203k | 1.6k | 123.33 |
| 2018-09-30 | $214k | 1.7k | 122.57 |
| 2018-06-30 | $221k | 1.7k | 126.58 |
| 2017-06-30 | $203k | 1.9k | 104.48 |
More positions owned by Summit Financial Strategies
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