Chevron Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Chevron Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.4M | 28k | 156.42 |
| 2024-03-31 | $4.4M | 28k | 157.74 |
| 2023-12-31 | $4.1M | 28k | 149.16 |
| 2023-09-30 | $4.0M | 28k | 144.41 |
| 2023-06-30 | $3.9M | 25k | 157.35 |
| 2023-03-31 | $4.1M | 25k | 163.16 |
| 2022-12-31 | $4.7M | 26k | 179.49 |
| 2022-09-30 | $2.7M | 15k | 177.88 |
| 2022-06-30 | $2.3M | 16k | 148.46 |
| 2022-03-31 | $2.6M | 16k | 162.86 |
| 2021-12-31 | $2.2M | 18k | 121.45 |
| 2021-09-30 | $1.8M | 18k | 101.46 |
| 2021-06-30 | $1.9M | 18k | 104.73 |
| 2021-03-31 | $1.4M | 17k | 84.46 |
| 2020-12-31 | $1.1M | 16k | 72.01 |
| 2020-09-30 | $1.3M | 18k | 72.14 |
| 2020-06-30 | $1.6M | 19k | 86.34 |
| 2020-03-31 | $1.6M | 20k | 80.39 |
| 2019-12-31 | $2.2M | 20k | 110.38 |
| 2019-09-30 | $2.4M | 21k | 116.14 |
| 2019-06-30 | $2.7M | 22k | 124.46 |
| 2019-03-31 | $3.0M | 24k | 123.90 |
| 2018-12-31 | $2.7M | 25k | 108.81 |
| 2018-09-30 | $2.8M | 24k | 116.92 |
| 2018-06-30 | $1.7M | 15k | 114.04 |
| 2018-03-31 | $1.8M | 15k | 114.05 |
| 2017-12-31 | $1.9M | 16k | 125.18 |
| 2017-09-30 | $1.9M | 16k | 117.49 |
| 2017-06-30 | $2.0M | 19k | 104.33 |
| 2017-03-31 | $2.2M | 21k | 107.36 |
| 2016-12-31 | $3.2M | 27k | 117.71 |
| 2016-09-30 | $2.9M | 29k | 102.93 |
| 2016-06-30 | $3.3M | 31k | 104.82 |
| 2016-03-31 | $3.1M | 32k | 95.39 |
| 2015-12-31 | $2.6M | 29k | 89.95 |
| 2015-09-30 | $1.9M | 24k | 78.86 |
| 2015-06-30 | $2.4M | 25k | 96.45 |
| 2015-03-31 | $2.4M | 23k | 107.71 |
| 2014-12-31 | $985k | 8.8k | 112.23 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors